Vna Of The Treasure Coast 403(B) Plan — Form 5500 plan (Visiting Nurse Association Of The Treasure Coast, 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, Vna Of The Treasure Coast 403(B) Plan is a benefit plan reported by Visiting Nurse Association Of The Treasure Coast, Inc. under EIN 59-2664912 and plan number 002. The latest loaded filing year is 2023. The filing reports 702 participants and $18,380,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Visiting Nurse Association Of The Treasure Coast, Inc.
- EIN
- 59-2664912
- Plan number
- 002
- Plan type
- 2
- Location
- Vero Beach, FL
- Latest filing year
- 2023
- Participants
- 702
- End-of-year plan assets
- $18,380,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 702 | H, C | 20240724062721NAL0021140656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,380,854
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,380,854
- Net assets (BOY)
- $15,250,890
Income & contributions
- Employer contributions
- $267,673
- Participant contributions
- $2,172,615
- Total contributions
- $2,734,587
- Total income / additions
- $4,999,238
Expenses & distributions
- Benefits paid
- $1,768,676
- Administrative expenses
- $100,598
- Total expenses
- $1,869,274
- Net increase / (decrease)
- $3,129,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $56,644 | $8,562 | 2023 |
| Kestra Advisory Services, LLC | NONE | $40,723 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | NONE | $0 | $5,251 | 2023 |
| Variable Annuity Life Insurance Co | NONE | $3,231 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Visiting Nurse Association Of The Treasure Coast, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Vero Beach, FL
- Stancorp Financial Group — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation