Vitalant 401(K) Retirement Savings Plan — Form 5500 plan (Vitalant)
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, Vitalant 401(K) Retirement Savings Plan is a benefit plan reported by Vitalant under EIN 86-0098929 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,598 participants and $376,270,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vitalant
- EIN
- 86-0098929
- Plan number
- 002
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 6,598
- End-of-year plan assets
- $376,270,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,598 | H, C | 20241009084327NAL0010443075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $376,270,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $376,270,171
- Net assets (BOY)
- $321,502,618
Income & contributions
- Employer contributions
- $13,377,077
- Participant contributions
- $24,098,144
- Total contributions
- $39,381,801
- Total income / additions
- $93,958,190
Expenses & distributions
- Benefits paid
- $38,472,930
- Administrative expenses
- $674,117
- Total expenses
- $39,190,637
- Net increase / (decrease)
- $54,767,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $406,477 | not reported in the loaded dataset | 2023 |
| Aon Investments Usa Inc. | INVESTMENT ADVISOR | $200,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $39,923 | $0 | 2023 |
| Schneider Downs | AUDITOR | $25,700 | not reported in the loaded dataset | 2023 |
| Faegre Drinker | CONSULTANT | $1,587 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vitalant
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Transamerica Retirement Solutions — Schedule C compensation
- Aon Investments Usa Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Schneider Downs — Schedule C compensation
- Faegre Drinker — Schedule C compensation