Visiting Nurse Association In Middlesex County Pension Plan — Form 5500 plan (Visiting Nurse Association Health Group, Inc.)

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, Visiting Nurse Association In Middlesex County Pension Plan is a benefit plan reported by Visiting Nurse Association Health Group, Inc. under EIN 22-2500029 and plan number 100. The latest loaded filing year is 2023. The filing reports 237 participants and $17,174,573 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Visiting Nurse Association Health Group, Inc.
EIN
22-2500029
Plan number
100
Plan type
3
Location
Hazlet, NJ
Latest filing year
2023
Participants
237
End-of-year plan assets
$17,174,573

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20250415110456NAL0001395923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,174,573
Total liabilities (EOY)
$0
Net assets (EOY)
$17,174,573
Net assets (BOY)
$15,009,844

Income & contributions

Employer contributions
$291,545
Participant contributions
$0
Total contributions
$291,545
Total income / additions
$2,980,921

Expenses & distributions

Benefits paid
$775,976
Administrative expenses
$40,216
Total expenses
$816,192
Net increase / (decrease)
$2,164,729

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Seelus Asset ManagementNONE - INVESTMENT$23,783not reported in the loaded dataset2023
Fiduciary TrustNONE - INVESTMENT$10,415not reported in the loaded dataset2023
Penchecks TrustNONE - PAYING AGENT SERV$6,018not reported in the loaded dataset2023

Related Form 5500 pages