403(B) Thrift Plan For Employees Of Visiting Nurse Association Of Porter County, Indiana, Inc. — Form 5500 plan (Visiting Nurse Association Of)

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, 403(B) Thrift Plan For Employees Of Visiting Nurse Association Of Porter County, Indiana, Inc. is a benefit plan reported by Visiting Nurse Association Of under EIN 35-1174866 and plan number 003. The latest loaded filing year is 2023. The filing reports 212 participants and $7,126,339 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Visiting Nurse Association Of
EIN
35-1174866
Plan number
003
Plan type
2
Location
Valparaiso, IN
Latest filing year
2023
Participants
212
End-of-year plan assets
$7,126,339

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20260120102459NAL0002789203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,126,339
Total liabilities (EOY)
$0
Net assets (EOY)
$7,126,339
Net assets (BOY)
$6,259,362

Income & contributions

Employer contributions
$143,449
Participant contributions
$211,244
Total contributions
$427,875
Total income / additions
$1,304,893

Expenses & distributions

Benefits paid
$436,976
Administrative expenses
$940
Total expenses
$437,916
Net increase / (decrease)
$866,977

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpINSURANCE CARRIER$925$02023

Related Form 5500 pages