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Employer · plans filed under one EIN

Visiting Nurse Association of Southeastern Connecticut, Inc.

Waterford, CT · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$24.9Mnet assets across plans
371participant records204 active
$468Kemployer contributions, latest plan years$2,294 per active record
$0Schedule C compensation to organisations$0.00 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Visiting Nurse Association of Southeastern Connecticut, Inc.'s employer identification number (Waterford, Connecticut). Their latest filings total 371 participant records and $24.9M in net assets.

The largest is Visiting Nurse Association of Southeastern Connecticut Pension Plan, a defined contribution plan with 238 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $468K and participant contributions $470K in the latest plan years; benefits paid were $3.3M. Schedule C compensation reported to service provider organisations totalled $0.

Combined net assets moved from $4.4M in 2009 to $24.9M in 2024 (up 469%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Visiting Nurse Association of Southeastern Connecticut Pension Plandefined contribution plan2024238$9.2M$38,552$3,684$0
Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut403(b) plan2024133$15.7M$117,856—$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $4.4M2010: $4.8M2011: $4.8M2012: $5.4M2013: $6.3M2014: $7.1M2015: $13.0M2016: $14.1M2017: $16.6M2018: $16.1M2019: $19.5M2020: $23.5M2021: $26.0M2022: $21.9M2023: $23.8M2024: $24.9M$4.4M$26.0M$24.9M20092012201620202024
Combined net assets
2009: 2292010: 2342011: 2232012: 2342013: 2472014: 2452015: 3532016: 3582017: 3822018: 3882019: 3842020: 3942021: 3912022: 3882023: 3912024: 37122939437120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242371$24.9M$468K$470K
20232391$23.8M$473K$563K
20222388$21.9M$468K$581K
20212391$26.0M$522K$645K
20202394$23.5M$553K$608K
20192384$19.5M$562K$633K
20182388$16.1M$573K$592K
20172382$16.6M$532K$558K
20162358$14.1M$487K$523K
20152353$13.0M$492K$452K
20141245$7.1M$465K$0
20131247$6.3M$446K$0
20121234$5.4M$437K$0
20111223$4.8M$415K$0
20101234$4.8M$433K$0
20091229$4.4M$430K$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Questions and answers

How many retirement plans does Visiting Nurse Association of Southeastern Connecticut, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Visiting Nurse Association of Southeastern Connecticut Pension Plan and Tax Deferred Annuity Plan of Visiting Nurse Association of Southeastern Connecticut. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Visiting Nurse Association of Southeastern Connecticut, Inc. contribute to its plans?

$467,889 in employer contributions across these plans in their latest plan years, about $2,294 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

The plans report no service provider organisations on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.