2023 Form 5500 filing — Visiting Nurse Association Of The Midlands Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725104045NAL0008148515002) for Visiting Nurse Association Of The Midlands Retirement Plan, reported by Visiting Nurse Association Of The Midlands under EIN 47-0690207 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725104045NAL0008148515002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visiting Nurse Association Of The Midlands
- EIN
- 47-0690207
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,235,904
- Net assets (EOY)
- $16,235,904
- Employer contributions
- $120,467
- Participant contributions
- $505,638
- Total income / additions
- $3,250,273
- Benefits paid
- $1,597,725
- Administrative expenses
- $69,015
- Total expenses
- $1,666,740
- Net increase / (decrease)
- $1,583,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,520 | $0 |
| D A Davidson & Co Inc | INVESTMENT ADVISORY | $32,495 | $5 |