The Vista Foundation Employee Benefit Plan — Form 5500 plan (The Vista Foundation)
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, The Vista Foundation Employee Benefit Plan is a benefit plan reported by The Vista Foundation under EIN 80-0113235 and plan number 501. The latest loaded filing year is 2023. The filing reports 279 participants and $131,979 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Vista Foundation
- EIN
- 80-0113235
- Plan number
- 501
- Plan type
- 2
- Location
- Hershey, PA
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $131,979
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241014170238NAL0027928977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,979
- Total liabilities (EOY)
- $382,351
- Net assets (EOY)
- -$250,372
- Net assets (BOY)
- -$197,039
Income & contributions
- Employer contributions
- $3,151,616
- Participant contributions
- $374,672
- Total contributions
- $3,526,288
- Total income / additions
- $3,528,734
Expenses & distributions
- Benefits paid
- $3,430,298
- Administrative expenses
- $151,769
- Total expenses
- $3,582,067
- Net increase / (decrease)
- -$53,333
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Engle-Hambright & Davies, Inc | BROKER | $75,359 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $42,631 | not reported in the loaded dataset | 2023 |
| Highmark Blue Shield (Central) | ADMIN | $18,989 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $14,793 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Vista Foundation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hershey, PA
- Engle-Hambright & Davies, Inc — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Highmark Blue Shield (Central) — Schedule C compensation
- Connectcare3 — Schedule C compensation