2023 Form 5500 filing — Visiting Nurse & Hospice Home 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 20241010082654NAL0019799313001) for Visiting Nurse & Hospice Home Retirement Plan, reported by Visiting Nurse & Hospice Home under EIN 35-1687026 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010082654NAL0019799313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visiting Nurse & Hospice Home
- EIN
- 35-1687026
- Plan number
- 002
- Location
- Fort Wayne, IN
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,443,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,443,392
- Employer contributions
- $64,858
- Participant contributions
- $454,573
- Total income / additions
- $1,375,706
- Benefits paid
- $620,445
- Administrative expenses
- $63,117
- Total expenses
- $683,580
- Net increase / (decrease)
- $692,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $41,234 | $0 |
| Sym Financial Advisors | CONSULTANT | $21,883 | not reported in the loaded dataset |