Vna Health System 403(B) Plan — Form 5500 plan (Vna Health System)
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, Vna Health System 403(B) Plan is a benefit plan reported by Vna Health System under EIN 24-0833353 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $7,652,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vna Health System
- EIN
- 24-0833353
- Plan number
- 001
- Plan type
- 2
- Location
- Shamokin, PA
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $7,652,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20241008160108NAL0030458000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,652,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,652,244
- Net assets (BOY)
- $7,100,310
Income & contributions
- Employer contributions
- $155,732
- Participant contributions
- $274,448
- Total contributions
- $430,424
- Total income / additions
- $1,367,271
Expenses & distributions
- Benefits paid
- $703,523
- Administrative expenses
- $111,814
- Total expenses
- $815,337
- Net increase / (decrease)
- $551,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $105,934 | $0 | 2023 |
| Iron-Co-Fid--Comprehensive | ADVISOR | $5,880 | $0 | 2023 |
| Lincoln Financial Advisors Corr | ADVISOR | $0 | $0 | 2023 |