Tax Deferred Annuity Plan Of Visiting Nurse — Form 5500 plan (Vna Health Group, Inc.)
Plain-English plan 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, Tax Deferred Annuity Plan Of Visiting Nurse is a benefit plan reported by Vna Health Group, Inc. under EIN 22-2500029 and plan number 002. The latest loaded filing year is 2023. The filing reports 955 participants and $64,355,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vna Health Group, Inc.
- EIN
- 22-2500029
- Plan number
- 002
- Plan type
- 3
- Location
- Holmdel, NJ
- Latest filing year
- 2023
- Participants
- 955
- End-of-year plan assets
- $64,355,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 955 | H, C | 20241014121358NAL0027239857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,355,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,355,195
- Net assets (BOY)
- $52,226,669
Income & contributions
- Employer contributions
- $34,506
- Participant contributions
- $6,336,399
- Total contributions
- $7,190,915
- Total income / additions
- $15,798,225
Expenses & distributions
- Benefits paid
- $3,582,636
- Administrative expenses
- $87,063
- Total expenses
- $3,669,699
- Net increase / (decrease)
- $12,128,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Newport Capital Group | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Holman Frenia Allison, P.C. | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,996 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vna Health Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Holmdel, NJ
- Massachusetts Mutual Life Insurance — Schedule C compensation
- Newport Capital Group — Schedule C compensation
- Holman Frenia Allison, P.C. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation