403(B) Savings Plan For Employees Of Vna Health Care — Form 5500 plan (Vna Health Care)
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) Savings Plan For Employees Of Vna Health Care is a benefit plan reported by Vna Health Care under EIN 36-2182095 and plan number 002. The latest loaded filing year is 2023. The filing reports 603 participants and $21,162,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vna Health Care
- EIN
- 36-2182095
- Plan number
- 002
- Plan type
- 2
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 603
- End-of-year plan assets
- $21,162,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 603 | H, C | 20241015161638NAL0015061955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,162,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,162,183
- Net assets (BOY)
- $16,884,659
Income & contributions
- Employer contributions
- $1,184,584
- Participant contributions
- $1,598,091
- Total contributions
- $2,834,674
- Total income / additions
- $5,141,412
Expenses & distributions
- Benefits paid
- $741,174
- Administrative expenses
- $122,714
- Total expenses
- $863,888
- Net increase / (decrease)
- $4,277,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $72,210 | $0 | 2023 |
| Hightower Advisors, LLC | NONE | $50,504 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $4,953 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vna Health Care
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Aurora, IL
- Epic Retirement Plan Services — Schedule C compensation
- Hightower Advisors, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation