2023 Form 5500 filing — Visiting Nurse Association Healthcare Partners Of Ohio Savings 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 20240904095713NAL0011072499001) for Visiting Nurse Association Healthcare Partners Of Ohio Savings Plan, reported by The Visiting Nurse Association Of Cleveland under EIN 34-0714722 and plan number 001. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904095713NAL0011072499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Visiting Nurse Association Of Cleveland
- EIN
- 34-0714722
- Plan number
- 001
- Location
- Holmdel, NJ
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,627,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,627,129
- Employer contributions
- $0
- Participant contributions
- $479,664
- Total income / additions
- $1,906,230
- Benefits paid
- $1,470,919
- Administrative expenses
- $54,066
- Total expenses
- $1,531,487
- Net increase / (decrease)
- $374,743
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $39,539 | $0 |
| Nfp Retirement Inc | BROKER/ADVISER | $17,570 | not reported in the loaded dataset |