Plan5500

Pima Medical Institute Employee Stock Ownership Plan — Form 5500 plan (Vocational Training Institutes,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, Pima Medical Institute Employee Stock Ownership Plan is a benefit plan reported by Vocational Training Institutes,Inc. under EIN 86-0260863 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,716 participants and $216,174,467 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vocational Training Institutes,Inc.
EIN
86-0260863
Plan number
002
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
1,716
End-of-year plan assets
$216,174,467

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,716H, C20241015133158NAL0016497971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$216,174,467
Total liabilities (EOY)
$36,781,204
Net assets (EOY)
$179,393,263
Net assets (BOY)
$152,240,066

Income & contributions

Employer contributions
$17,898,338
Total contributions
$17,898,338
Total income / additions
$39,957,282

Expenses & distributions

Benefits paid
$11,727,929
Administrative expenses
$122,810
Total expenses
$12,804,085
Net increase / (decrease)
$27,153,197

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCNONE$122,810not reported in the loaded dataset2023

Related Form 5500 pages