Visiting Nurse Association Of The Midlands Retirement Plan — Form 5500 plan (Visiting Nurse Association Of The Midlands)
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 Of The Midlands Retirement Plan is a benefit plan reported by Visiting Nurse Association Of The Midlands under EIN 47-0690207 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $16,235,904 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Visiting Nurse Association Of The Midlands
- EIN
- 47-0690207
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $16,235,904
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20240725104045NAL0008148515002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,235,904
- Net assets (EOY)
- $16,235,904
- Net assets (BOY)
- $14,652,371
Income & contributions
- Employer contributions
- $120,467
- Participant contributions
- $505,638
- Total contributions
- $809,503
- Total income / additions
- $3,250,273
Expenses & distributions
- Benefits paid
- $1,597,725
- Administrative expenses
- $69,015
- Total expenses
- $1,666,740
- Net increase / (decrease)
- $1,583,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,520 | $0 | 2023 |
| D A Davidson & Co Inc | INVESTMENT ADVISORY | $32,495 | $5 | 2023 |