2023 Form 5500 filing — Defined Contribution Pension Plan For The Visiting Nurse Association Health Group, Inc.
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 20241014120640NAL0026108465001) for Defined Contribution Pension Plan For The Visiting Nurse Association Health Group, Inc., reported by Vna Health Group, Inc. under EIN 22-2500029 and plan number 001. It reports 1,965 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120640NAL0026108465001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Vna Health Group, Inc.
- EIN
- 22-2500029
- Plan number
- 001
- Location
- Holmdel, NJ
- Participants
- 1,965
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,477,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,477,360
- Employer contributions
- $4,782,195
- Total income / additions
- $13,140,600
- Benefits paid
- $5,344,391
- Administrative expenses
- $181,439
- Total expenses
- $5,525,830
- Net increase / (decrease)
- $7,614,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Capital Group | NONE | $25,000 | not reported in the loaded dataset |
| Massachusetts Mutual Life Insurance | NONE | $25,000 | not reported in the loaded dataset |
| Holman Frenia Allison, P.C. | AUDITOR | $15,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $10,818 | $0 |