2023 Form 5500 filing — 403(B) Savings Plan For Employees Of Vna Health Care
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 20241015161638NAL0015061955001) for 403(B) Savings Plan For Employees Of Vna Health Care, reported by Vna Health Care under EIN 36-2182095 and plan number 002. It reports 603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161638NAL0015061955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vna Health Care
- EIN
- 36-2182095
- Plan number
- 002
- Location
- Aurora, IL
- Participants
- 603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,162,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,162,183
- Employer contributions
- $1,184,584
- Participant contributions
- $1,598,091
- Total income / additions
- $5,141,412
- Benefits paid
- $741,174
- Administrative expenses
- $122,714
- Total expenses
- $863,888
- Net increase / (decrease)
- $4,277,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $72,210 | $0 |
| Hightower Advisors, LLC | NONE | $50,504 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $4,953 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |