Variety Care, Inc. 403(B) Plan — Form 5500 plan (Variety Care, Inc.)

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, Variety Care, Inc. 403(B) Plan is a benefit plan reported by Variety Care, Inc. under EIN 73-1088577 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,006 participants and $23,797,975 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Variety Care, Inc.
EIN
73-1088577
Plan number
003
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
1,006
End-of-year plan assets
$23,797,975

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,006H, C20241014144508NAL0015131027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,797,975
Total liabilities (EOY)
$0
Net assets (EOY)
$23,797,975
Net assets (BOY)
$18,286,740

Income & contributions

Employer contributions
$1,199,444
Participant contributions
$2,103,237
Total contributions
$3,596,982
Total income / additions
$6,814,306

Expenses & distributions

Benefits paid
$1,258,120
Administrative expenses
$44,951
Total expenses
$1,303,071
Net increase / (decrease)
$5,511,235

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,950$02023

Related Form 5500 pages