Retirement Security Fund Veba/Hra Plan — Form 5500 plan (Retirement Security Fund Veba/Hra Trust)
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, Retirement Security Fund Veba/Hra Plan is a benefit plan reported by Retirement Security Fund Veba/Hra Trust under EIN 83-6651440 and plan number 501. The latest loaded filing year is 2023. The filing reports 221 participants and $1,774,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retirement Security Fund Veba/Hra Trust
- EIN
- 83-6651440
- Plan number
- 501
- Plan type
- 2
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $1,774,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241014105029NAL0053184962001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,774,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,774,855
- Net assets (BOY)
- $1,086,571
Income & contributions
- Employer contributions
- $1,268,400
- Total contributions
- $1,268,400
- Total income / additions
- $1,337,274
Expenses & distributions
- Benefits paid
- $628,395
- Administrative expenses
- $20,595
- Total expenses
- $648,990
- Net increase / (decrease)
- $688,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bpas | TRUSTEE | $20,595 | not reported in the loaded dataset | 2023 |