Tax Deferred Annuity Plan Of The Visiting Nurse Association Of The Inland Counties — Form 5500 plan (Visiting Nurse Association Of The Inland Counties)

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, Tax Deferred Annuity Plan Of The Visiting Nurse Association Of The Inland Counties is a benefit plan reported by Visiting Nurse Association Of The Inland Counties under EIN 95-1641973 and plan number 002. The latest loaded filing year is 2023. The filing reports 257 participants and $3,253,886 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Visiting Nurse Association Of The Inland Counties
EIN
95-1641973
Plan number
002
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
257
End-of-year plan assets
$3,253,886

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20241003133729NAL0004887507003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,253,886
Net assets (EOY)
$3,253,886
Net assets (BOY)
$4,226,082

Income & contributions

Total income / additions
$435,738

Expenses & distributions

Benefits paid
$1,389,711
Administrative expenses
$18,223
Total expenses
$1,407,934
Net increase / (decrease)
-$972,196

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Service CompanyNONE$18,216$02023
Variable Annuity Life Insurance CoNONE$7$02023

Related Form 5500 pages