2023 Form 5500 filing — Visiting Nurse Association In Middlesex County Pension 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 20250415110456NAL0001395923001) for Visiting Nurse Association In Middlesex County Pension Plan, reported by Visiting Nurse Association Health Group, Inc. under EIN 22-2500029 and plan number 100. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415110456NAL0001395923001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Visiting Nurse Association Health Group, Inc.
- EIN
- 22-2500029
- Plan number
- 100
- Location
- Hazlet, NJ
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,174,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,174,573
- Employer contributions
- $291,545
- Participant contributions
- $0
- Total income / additions
- $2,980,921
- Benefits paid
- $775,976
- Administrative expenses
- $40,216
- Total expenses
- $816,192
- Net increase / (decrease)
- $2,164,729
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Seelus Asset Management | NONE - INVESTMENT | $23,783 | not reported in the loaded dataset |
| Fiduciary Trust | NONE - INVESTMENT | $10,415 | not reported in the loaded dataset |
| Penchecks Trust | NONE - PAYING AGENT SERV | $6,018 | not reported in the loaded dataset |