Visiting Nurse & Hospice Home Retirement Plan — Form 5500 plan (Visiting Nurse & Hospice Home)
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 & Hospice Home Retirement Plan is a benefit plan reported by Visiting Nurse & Hospice Home under EIN 35-1687026 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $5,443,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Visiting Nurse & Hospice Home
- EIN
- 35-1687026
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $5,443,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241010082654NAL0019799313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,443,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,443,392
- Net assets (BOY)
- $4,751,266
Income & contributions
- Employer contributions
- $64,858
- Participant contributions
- $454,573
- Total contributions
- $587,415
- Total income / additions
- $1,375,706
Expenses & distributions
- Benefits paid
- $620,445
- Administrative expenses
- $63,117
- Total expenses
- $683,580
- Net increase / (decrease)
- $692,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $41,234 | $0 | 2023 |
| Sym Financial Advisors | CONSULTANT | $21,883 | not reported in the loaded dataset | 2023 |