Original filing (PDF)20260318122940NAL0003095697001

VETERANS OF FOREIGN WARS OF THE UNITED STATES

Name: VETERANS OF FOREIGN WARS OF THE UNITED STATES — VETERANS OF FOREIGN WARS OF THE UNITED STATES HEALTH AND WELFARE PLAN, Form 5500 (2024)
Creator: VETERANS OF FOREIGN WARS OF THE UNITED STATES

Form 5500

FILING_RECEIVED

VETERANS OF FOREIGN WARS OF THE UNITED STATES HEALTH AND WELFARE PLAN

Health & welfare plan

Signals · 4

44% in single holding~387 bps in Sched C feesNo recordkeeper disclosed6 service providers

Active participants

187

Accounts w/ balance

—

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

How this plan invests

This plan

46 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (6th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VETERANS OF FOREIGN WARS OF THE UNITED STATES.

Plan sponsor

Name

VETERANS OF FOREIGN WARS OF THE UNITED STATES

EIN

44-0474290

Address

406 WEST 34TH STREET · KANSAS CITY, MO · 64111

Phone

(816) 756-3390

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

504

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-03-18

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

PICKETT, CHANEY & MCMULLEN

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LUMINARE HEALTH BENEFITS, INC.	35-1846036	—	NONE	$73K	—
VISION SERVICE PLAN	36-3560825	—	NONE	$22K	—
DELTA DENTAL	43-0908349	—	NONE	$19K	—
AETNA - PPO	06-6033492	—	NONE	$18K	—

Investments

46 direct securities· $3.7M(95% of reported assets)

Other securities

$2.3M

8 holdings

U.S. Treasuries

$798K

18 holdings

Bonds / Notes

$523K

17 holdings

Mutual Funds

$36K

1 holding

Corporate Bonds

$30K

1 holding

Agency / Mortgage-Backed

$2K

1 holding

					% of plan
Vanguard Institutional Index Mutual Fund	Other securities	—	$984K	$1.7M	43.6%
iShares MSCI EAFE ETF Exchange Traded Fund	Other securities	—	$249K	$353K	9.0%
First American US Treasury Money Market Money Market	U.S. Treasuries	—	$127K	$127K	3.2%
iShares Russell 2000 Index ETF Exchange Traded Fund	Other securities	—	$45K	$69K	1.8%
United States Treasury Notes 4.125%, due 11/15/32	U.S. Treasuries	—	$65K	$66K	1.7%
iShares Mid Cap Exchange Traded Fund	Other securities	—	$30K	$59K	1.5%
United States Treasury Notes 3.375%, due 5/15/33	U.S. Treasuries	—	$58K	$58K	1.5%
United States Treasury Bond 6.125%, due 8/15/29	U.S. Treasuries	—	$54K	$55K	1.4%
Mastercard Inc $50,000, 4.875%, due 5/09/34	Bonds / Notes	—	$50K	$51K	1.3%
Walmart Inc $50,000, 4.150%, due 9/09/32	Bonds / Notes	—	$49K	$50K	1.3%
United States Treasury Notes 2.875%, due 4/30/29	U.S. Treasuries	—	$48K	$49K	1.2%
United States Treasury Notes 2.875%, due 5/15/32	U.S. Treasuries	—	$47K	$47K	1.2%
United States Treasury Notes 1.500%, due 2/15/30	U.S. Treasuries	—	$51K	$46K	1.2%
United States Treasury Notes 4.000%, due 2/15/34	U.S. Treasuries	—	$45K	$45K	1.1%
United States Treasury Notes 1.625%, due 5/15/31	U.S. Treasuries	—	$45K	$45K	1.1%
United States Treasury Notes 3.875%, due 8/15/34	U.S. Treasuries	—	$45K	$44K	1.1%
Exchange Traded Funds iShares Intermediate Government Credit ETF Exchange Traded Fund	Other securities	—	$47K	$43K	1.1%
Riverpark Short-Term High Yield Bond Fund Mutual Fund	Other securities	—	$42K	$42K	1.1%
Home Depot Inc $40,000, 4.500%, due 9/15/32	Bonds / Notes	—	$39K	$40K	1.0%
Metropolitan West Unconstrained Bond Fund Mutual Fund	Other securities	—	$44K	$40K	1.0%
Goldman Sachs Group Inc $40,000, 3.850%, due 1/26/27	Bonds / Notes	—	$41K	$40K	1.0%
JP Morgan Chase & Co $40,000, 3.782%, due 2/01/28	Bonds / Notes	—	$41K	$40K	1.0%
United States Treasury Notes 4.500%, due 11/15/33	U.S. Treasuries	—	$35K	$36K	0.9%
Baird International Bond Fund Mutual Fund	Mutual Funds	—	$35K	$36K	0.9%
iShares MSCI Emerging Markets ETF Exchange Traded Fund	Other securities	—	$30K	$36K	0.9%
Republic Services Inc $35,000, 3.375%, due 11/15/27	Bonds / Notes	—	$36K	$35K	0.9%
United States Treasury Notes 2.625%, due 2/15/29	U.S. Treasuries	—	$37K	$34K	0.9%
Omnicom Group Inc $30,000, 3.600%, due 4/15/26	Bonds / Notes	—	$30K	$30K	0.8%
AFLAC Inc $30,000, 2.875%, due 10/15/26	Corporate Bonds	—	$30K	$30K	0.8%
Southwest Airlines $30,000, 3.000%, due 11/15/26	Bonds / Notes	—	$30K	$29K	0.8%
United States Treasury Notes 2.875%, due 8/15/28	U.S. Treasuries	—	$30K	$29K	0.8%
United States Treasury Notes 1.750%, due 11/15/29	U.S. Treasuries	—	$31K	$28K	0.7%
American Express Co $25,000, 5.085%, due 1/30/31	Bonds / Notes	—	$26K	$26K	0.7%
Bank of New York $25,000, 4.596%, due 7/26/30	Bonds / Notes	—	$25K	$25K	0.7%
McDonalds Corp $25,000, 3.700%, due 1/30/26	Bonds / Notes	—	$25K	$25K	0.6%
United States Treasury Notes 2.250%, due 11/25/25	U.S. Treasuries	—	$25K	$25K	0.6%
Marriott $25,000, 3.125%, due 6/15/26	Bonds / Notes	—	$25K	$25K	0.6%
United States Treasury Notes 3.875%, due 8/15/33	U.S. Treasuries	—	$24K	$25K	0.6%
Wells Fargo & Co $25,000, 3.584%, due 5/22/28	Bonds / Notes	—	$26K	$25K	0.6%
Target Corp $25,000, 3.375%, due 4/15/29	Bonds / Notes	—	$26K	$24K	0.6%
United States Treasury Notes 1.625%, due 9/30/26	U.S. Treasuries	—	$25K	$24K	0.6%
Fedex Corp $20,000, 3.250%, due 4/01/26	Bonds / Notes	—	$20K	$20K	0.5%
Visa Inc $20,000, 2.750%, due 9/15/27	Bonds / Notes	—	$20K	$20K	0.5%
R Horton Inc $20,000, 1.300%, due 10/15/26	Bonds / Notes	—	$20K	$19K	0.5%
United States Treasury Notes 0.875%, due 11/15/30	U.S. Treasuries	—	$18K	$17K	0.4%
Obligations of U.S. Government or Agencies Federal Home Loan Mortgage Corp 1.750%, due 12/15/32	Agency / Mortgage-Backed	—	$2K	$2K	<0.1%