2023 Form 5500 filing — Vna Of The Treasure Coast 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724062721NAL0021140656001) for Vna Of The Treasure Coast 403(B) Plan, reported by Visiting Nurse Association Of The Treasure Coast, Inc. under EIN 59-2664912 and plan number 002. It reports 702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724062721NAL0021140656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visiting Nurse Association Of The Treasure Coast, Inc.
- EIN
- 59-2664912
- Plan number
- 002
- Location
- Vero Beach, FL
- Participants
- 702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,380,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,380,854
- Employer contributions
- $267,673
- Participant contributions
- $2,172,615
- Total income / additions
- $4,999,238
- Benefits paid
- $1,768,676
- Administrative expenses
- $100,598
- Total expenses
- $1,869,274
- Net increase / (decrease)
- $3,129,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $56,644 | $8,562 |
| Kestra Advisory Services, LLC | NONE | $40,723 | not reported in the loaded dataset |
| Charles Schwab Trust Company | NONE | $0 | $5,251 |
| Variable Annuity Life Insurance Co | NONE | $3,231 | not reported in the loaded dataset |