Plan5500

Consolidated Retirement Plan Of Vitalant — Form 5500 plan (Vitalant)

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, Consolidated Retirement Plan Of Vitalant is a benefit plan reported by Vitalant under EIN 86-0098929 and plan number 010. The latest loaded filing year is 2023. The filing reports 3,366 participants and $184,412,755 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vitalant
EIN
86-0098929
Plan number
010
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
3,366
End-of-year plan assets
$184,412,755

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,366H, C20250915152732NAL0000768851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$184,412,755
Total liabilities (EOY)
$208,225
Net assets (EOY)
$184,204,530
Net assets (BOY)
$181,042,709

Income & contributions

Employer contributions
$4,087,374
Total contributions
$4,087,374
Total income / additions
$27,943,029

Expenses & distributions

Benefits paid
$22,890,825
Administrative expenses
$1,890,383
Total expenses
$24,781,208
Net increase / (decrease)
$3,161,821

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon ConsultingACTUARIAL & ADMIN$487,770not reported in the loaded dataset2023
Aon Investment UsaINVESTMENT ADVISOR$159,711not reported in the loaded dataset2023
Bny MellonTRUSTEE CUSTODIAN$44,959$02023
Schneider DownsLEGAL$29,235not reported in the loaded dataset2023

Related Form 5500 pages