2023 Form 5500 filing — Tax Deferred Annuity Plan Of The Visiting Nurse Association Of The Inland Counties
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 20241003133729NAL0004887507003) for Tax Deferred Annuity Plan Of The Visiting Nurse Association Of The Inland Counties, reported by Visiting Nurse Association Of The Inland Counties under EIN 95-1641973 and plan number 002. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003133729NAL0004887507003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visiting Nurse Association Of The Inland Counties
- EIN
- 95-1641973
- Plan number
- 002
- Location
- Irvine, CA
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,253,886
- Net assets (EOY)
- $3,253,886
- Total income / additions
- $435,738
- Benefits paid
- $1,389,711
- Administrative expenses
- $18,223
- Total expenses
- $1,407,934
- Net increase / (decrease)
- -$972,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Service Company | NONE | $18,216 | $0 |
| Variable Annuity Life Insurance Co | NONE | $7 | $0 |