2023 Form 5500 filing — Vitalant 401(K) Retirement 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 20241009084327NAL0010443075001) for Vitalant 401(K) Retirement Savings Plan, reported by Vitalant under EIN 86-0098929 and plan number 002. It reports 6,598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009084327NAL0010443075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vitalant
- EIN
- 86-0098929
- Plan number
- 002
- Location
- Scottsdale, AZ
- Participants
- 6,598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $376,270,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $376,270,171
- Employer contributions
- $13,377,077
- Participant contributions
- $24,098,144
- Total income / additions
- $93,958,190
- Benefits paid
- $38,472,930
- Administrative expenses
- $674,117
- Total expenses
- $39,190,637
- Net increase / (decrease)
- $54,767,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $406,477 | not reported in the loaded dataset |
| Aon Investments Usa Inc. | INVESTMENT ADVISOR | $200,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $39,923 | $0 |
| Schneider Downs | AUDITOR | $25,700 | not reported in the loaded dataset |
| Faegre Drinker | CONSULTANT | $1,587 | not reported in the loaded dataset |