2023 Form 5500 filing — Vna Health System 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 20241008160108NAL0030458000001) for Vna Health System 403(B) Plan, reported by Vna Health System under EIN 24-0833353 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008160108NAL0030458000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vna Health System
- EIN
- 24-0833353
- Plan number
- 001
- Location
- Shamokin, PA
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,652,244
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,652,244
- Employer contributions
- $155,732
- Participant contributions
- $274,448
- Total income / additions
- $1,367,271
- Benefits paid
- $703,523
- Administrative expenses
- $111,814
- Total expenses
- $815,337
- Net increase / (decrease)
- $551,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $105,934 | $0 |
| Iron-Co-Fid--Comprehensive | ADVISOR | $5,880 | $0 |
| Lincoln Financial Advisors Corr | ADVISOR | $0 | $0 |