Visiting Nurse Association Healthcare Partners Of Ohio Savings Plan — Form 5500 plan (The Visiting Nurse Association Of Cleveland)
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, Visiting Nurse Association Healthcare Partners Of Ohio Savings Plan is a benefit plan reported by The Visiting Nurse Association Of Cleveland under EIN 34-0714722 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $10,627,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Visiting Nurse Association Of Cleveland
- EIN
- 34-0714722
- Plan number
- 001
- Plan type
- 2
- Location
- Holmdel, NJ
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $10,627,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20240904095713NAL0011072499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,627,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,627,129
- Net assets (BOY)
- $10,252,386
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $479,664
- Total contributions
- $479,664
- Total income / additions
- $1,906,230
Expenses & distributions
- Benefits paid
- $1,470,919
- Administrative expenses
- $54,066
- Total expenses
- $1,531,487
- Net increase / (decrease)
- $374,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $39,539 | $0 | 2023 |
| Nfp Retirement Inc | BROKER/ADVISER | $17,570 | not reported in the loaded dataset | 2023 |