Plan5500

Vital Strategies, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Vital Strategies, Inc. (EIN 22-3419667) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-3419667
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Vital Strategies, Inc.

  • 2 loaded plans hold $21M in reported assets.
  • The largest, Vital Strategies, Inc. 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 460 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21MSummed across loaded plans$20,996,076
Total reported assets$21M$20,996,076
Total reported participants460
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21M total assets
Net assets$21MLiabilities$0
Contributions & income
Employer contributions$964.9K
Participant contributions$1.8M
Total income / additions$6M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$1.9M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Vital Strategies, Inc. 403(B) Plan
Participants per plan230Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Vital Strategies, Inc. 403(B) Plan$21M
    Plan #001 · 306 participants · 2023
  2. 2
    Vital Strategies Health & Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 154 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Vital Strategies, Inc.. Open one for its full reported snapshot.

  1. 2023
    Vital Strategies Health & Welfare Benefits Plan154 participants · 2No schedules
    View filing →
  2. 2023
    Vital Strategies, Inc. 403(B) Plan306 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Vital Strategies, Inc. report on Form 5500?
Vital Strategies, Inc. (EIN 22-3419667) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Vital Strategies, Inc.?
The Employer Identification Number (EIN) reported for Vital Strategies, Inc. is 22-3419667.
What is the latest Form 5500 filing year for Vital Strategies, Inc.?
The latest loaded Form 5500 filing year for Vital Strategies, Inc. is 2023.

Related Form 5500 pages