form5500lookup

Form 5500 · Retirement plan · NORCROSS, GA

VANTIVA USA SHARED SERVICES, INC.

The filing calls this plan VANTIVA USA INC. PENSION PLAN FOR EMPLOYEES.

VANTIVA USA SHARED SERVICES, INC. of NORCROSS, GA's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
COLUMBIA INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1724835 · plan 002 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
2,706
Contracts on file
2
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with COLUMBIA INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
COLUMBIA INSURANCE COMPANY—0December—$0
PRUDENTIAL INSURANCE COMPANY OF AMERICA—0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
VANTIVA USA SHARED SERVICES, INC.
EIN 35-1724835
FIDELITY MANAGEMENT TRUST CO.
Named on Schedule C · EIN 04-2723880
$530,436
paid directly by the plan
FIDELITY INV. INST. OPS. CO.
Contract administrator · EIN 04-3532603
$88,979
paid directly by the plan
MORGAN STANLEY SMITH BARNEY, LLC
Contract administrator · EIN 20-8764820
$43,530
paid directly by the plan
PGIM, INC.
Contract administrator · EIN 22-2540245
$12,372
paid directly by the plan
CLIFTONLARSONALLEN LLP
Accounting and audit · EIN 41-0746749
$7,035
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$63,263,381
Paid out in benefits
$9,914,710
Participants at the start of the year
2,706

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 41-0746749
CLIFTONLARSONALLEN LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$7,035

From Schedule H of this filing.

Other plans filed by this employer

Employee Benefit PlanInsured benefit plan · 6 Schedule A contractsRenews ~Jan 1Vantiva 401(K) PlanRetirement plan · 1 Schedule A contract

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