Brockton Visiting Nurse Association Retirement Plan — Form 5500 plan (Brockton Visiting Nurse Association)
Plain-English plan 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, Brockton Visiting Nurse Association Retirement Plan is a benefit plan reported by Brockton Visiting Nurse Association under EIN 04-2103941 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $13,620,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brockton Visiting Nurse Association
- EIN
- 04-2103941
- Plan number
- 001
- Plan type
- 2
- Location
- Brockton, MA
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $13,620,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241011104048NAL0036687248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,620,718
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,620,718
- Net assets (BOY)
- $12,257,720
Income & contributions
- Employer contributions
- $193,210
- Participant contributions
- $636,090
- Total contributions
- $829,300
- Total income / additions
- $2,565,657
Expenses & distributions
- Benefits paid
- $1,162,677
- Administrative expenses
- $32,374
- Total expenses
- $1,202,659
- Net increase / (decrease)
- $1,362,998
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,578 | $0 | 2023 |