Original filing (PDF)20241008095041NAL0009519347001

VISION BENEFITS OF AMERICA

Name: VISION BENEFITS OF AMERICA — VISION BENEFITS OF AMERICA EMPLOYEES' DEFINED BENEFIT PLAN, Form 5500 (2023)
Creator: VISION BENEFITS OF AMERICA

Form 5500-SF

FILING_RECEIVED

VISION BENEFITS OF AMERICA EMPLOYEES' DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISION BENEFITS OF AMERICA.

Plan sponsor

Name

VISION BENEFITS OF AMERICA

EIN

25-1149206

Address

400 LYDIA ST STE 300 · CARNEGIE, PA · 151062792

Phone

(412) 881-4900

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-28

Filed

2024-10-08

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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