Sound Variable Annuity Pension Trust — Form 5500 plan (Board Of Trustees, Sound Variable Annuity)
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, Sound Variable Annuity Pension Trust is a benefit plan reported by Board Of Trustees, Sound Variable Annuity under EIN 86-3278029 and plan number 001. The latest loaded filing year is 2023. The filing reports 69,397 participants and $97,877,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Sound Variable Annuity
- EIN
- 86-3278029
- Plan number
- 001
- Plan type
- 1
- Location
- Bothell, WA
- Latest filing year
- 2023
- Participants
- 69,397
- End-of-year plan assets
- $97,877,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 69,397 | H, C | 20241017185503NAL0033398177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,877,615
- Total liabilities (EOY)
- $121,006
- Net assets (EOY)
- $97,756,609
- Net assets (BOY)
- $58,682,330
Income & contributions
- Employer contributions
- $35,642,584
- Total contributions
- $35,642,584
- Total income / additions
- $44,122,549
Expenses & distributions
- Benefits paid
- $740,069
- Administrative expenses
- $4,308,201
- Total expenses
- $5,048,270
- Net increase / (decrease)
- $39,074,279
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $1,628,782 | not reported in the loaded dataset | 2023 |
| Cheiron Inc | NONE | $420,247 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $237,082 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $162,226 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $81,156 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc | NONE | $33,333 | not reported in the loaded dataset | 2023 |
| Service Printing Co, Inc | NONE | $32,213 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $25,302 | 2023 |
| Miller Kaplan | NONE | $21,603 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $12,981 | $0 | 2023 |
| Onsite Mail Inc Dba Publishers Mail | NONE | $12,477 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank, Na | NONE | $7,504 | not reported in the loaded dataset | 2023 |
| Us Bank, Na | NONE | $7,120 | $0 | 2023 |
| Panagora Asset Management Inc. | NONE | $5,582 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Sound Variable Annuity
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bothell, WA
- Zenith American Solutions — Schedule C compensation
- Cheiron Inc — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Verus Advisory, Inc — Schedule C compensation
- Service Printing Co, Inc — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Miller Kaplan — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Onsite Mail Inc Dba Publishers Mail — Schedule C compensation
- Wells Fargo Bank, Na — Schedule C compensation
- Us Bank, Na — Schedule C compensation
- Panagora Asset Management Inc. — Schedule C compensation