Plan5500

Va Claim Pros, LLC Savings Plan — Form 5500 plan (Va Claim Pros, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Va Claim Pros, LLC Savings Plan is a benefit plan reported by Va Claim Pros, LLC under EIN 66-0865757 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Va Claim Pros, LLC
EIN
66-0865757
Plan number
001
Plan type
2
Location
Isabela, PR
Latest filing year
2023
Participants
311
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023311H, C20240312161325NAL0023251299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$392,025

Income & contributions

Total contributions
$0
Total income / additions
$28,340

Expenses & distributions

Benefits paid
$408,467
Administrative expenses
$11,898
Total expenses
$420,365
Net increase / (decrease)
-$392,025

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$11,664$02023
Oriental Bank And TrustTRUSTEE$4,300not reported in the loaded dataset2023
Commonwealth Equity ServicesINVESTMENT ADVISOR$1,704not reported in the loaded dataset2023
Warren Averett LLCAUDITOR$1,600not reported in the loaded dataset2023
Empower Advisory GroupINVESTMENT MANAGEMENT$284not reported in the loaded dataset2023
Oriental Pension ConsultantsCONTRACT ADMIN$0not reported in the loaded dataset2023

Related Form 5500 pages