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VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, INC. — EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, INC., Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250721141636NAL0003391602001
VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, INC.
Form 5500-SF
FILING_RECEIVED
EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, INC.
Defined-contribution retirement plan
Active participants
101
Accounts w/ balance
124
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, INC.
.
Find decision makers
Plan sponsor
Name
VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, INC.
EIN
35-0869064
Address
400 8TH AVE · TERRE HAUTE, IN · 478044030
Phone
(812) 232-7611
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
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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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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