Plan5500

Vitality Management Company, LLC — 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, Vitality Management Company, LLC (EIN 52-2213940) is a plan sponsor located in Chicago, IL with 8 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
52-2213940
Location
Chicago, IL
Loaded plans
8
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 Vitality Management Company, LLC

  • 8 loaded plans hold $36.7M in reported assets.
  • The largest, Vitality Management Company, LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,706 reported participants.
  • 1 of 8 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.7MSummed across loaded plans$36,741,814
Total reported assets$36.7M$36,741,814
Total reported participants1.7K1,706
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36.7M total assets
Net assets$36.7MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2.6M
Total income / additions$10.4M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$9.1M

Data coverage

Plans with financial statements1 / 8 (13%)
Plans with provider compensation1 / 8 (13%)

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%Vitality Management Company, LLC 401(K) Plan
Participants per plan213Average across loaded plans
Loaded plans8
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Vitality Management Company, LLC 401(K) Plan$36.7M
    Plan #001 · 331 participants · 2023
  2. 2
    Vitality Management Company, LLC Basic And Voluntary Life/Ad&D Group Plannot reported in the loaded dataset
    Plan #507 · 214 participants · 2023
  3. 3
    Vitality Management Company, LLC Life/Ad&D And Dependent Life Group Plannot reported in the loaded dataset
    Plan #503 · 214 participants · 2023
  4. 4
    Vitality Management Company, LLC Short-Term Disability Group Plannot reported in the loaded dataset
    Plan #504 · 214 participants · 2023
  5. 5
    Vitality Management Company, LLC Long-Term Disability Group Plannot reported in the loaded dataset
    Plan #505 · 214 participants · 2023
  6. 6
    Vitality Management Company, LLC Dental Group Plannot reported in the loaded dataset
    Plan #502 · 195 participants · 2023
  7. 7
    Vitality Management Company, LLC Medical Group Plannot reported in the loaded dataset
    Plan #501 · 167 participants · 2023
  8. 8
    Vitality Management Company, LLC Vision Service Plannot reported in the loaded dataset
    Plan #506 · 157 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 Vitality Management Company, LLC. Open one for its full reported snapshot.

  1. 2023
    Vitality Management Company, LLC 401(K) Plan331 participants · 2Sch HSch C
    View filing →
  2. 2023
    Vitality Management Company, LLC Basic And Voluntary Life/Ad&D Group Plan214 participants · 2No schedules
    View filing →
  3. 2023
    Vitality Management Company, LLC Vision Service Plan157 participants · 2No schedules
    View filing →
  4. 2023
    Vitality Management Company, LLC Long-Term Disability Group Plan214 participants · 2No schedules
    View filing →
  5. 2023
    Vitality Management Company, LLC Short-Term Disability Group Plan214 participants · 2No schedules
    View filing →
  6. 2023
    Vitality Management Company, LLC Life/Ad&D And Dependent Life Group Plan214 participants · 2No schedules
    View filing →
  7. 2023
    Vitality Management Company, LLC Dental Group Plan195 participants · 2No schedules
    View filing →
  8. 2023
    Vitality Management Company, LLC Medical Group Plan167 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Vitality Management Company, LLC report on Form 5500?
Vitality Management Company, LLC (EIN 52-2213940) reports 8 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Vitality Management Company, LLC?
The Employer Identification Number (EIN) reported for Vitality Management Company, LLC is 52-2213940.
What is the latest Form 5500 filing year for Vitality Management Company, LLC?
The latest loaded Form 5500 filing year for Vitality Management Company, LLC is 2023.

Related Form 5500 pages