2023 Form 5500 filing — Consolidated Retirement Plan Of Vitalant
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 20250915152732NAL0000768851001) for Consolidated Retirement Plan Of Vitalant, reported by Vitalant under EIN 86-0098929 and plan number 010. It reports 3,366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915152732NAL0000768851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vitalant
- EIN
- 86-0098929
- Plan number
- 010
- Location
- Scottsdale, AZ
- Participants
- 3,366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $184,412,755
- Total liabilities (EOY)
- $208,225
- Net assets (EOY)
- $184,204,530
- Employer contributions
- $4,087,374
- Total income / additions
- $27,943,029
- Benefits paid
- $22,890,825
- Administrative expenses
- $1,890,383
- Total expenses
- $24,781,208
- Net increase / (decrease)
- $3,161,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting | ACTUARIAL & ADMIN | $487,770 | not reported in the loaded dataset |
| Aon Investment Usa | INVESTMENT ADVISOR | $159,711 | not reported in the loaded dataset |
| Bny Mellon | TRUSTEE CUSTODIAN | $44,959 | $0 |
| Schneider Downs | LEGAL | $29,235 | not reported in the loaded dataset |