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Original filing (PDF)20250915152732NAL0000768851001
VITALANT
Form 5500
FILING_RECEIVED
CONSOLIDATED RETIREMENT PLAN OF VITALANT
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
880
Accounts w/ balance
—
Plan assets (EOY)
$184.4M
Net assets (EOY)
$184.2M
How this plan invests
This plan
16 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — 291% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VITALANT.
Plan sponsor
Name
VITALANT
EIN
86-0098929
Address
9305 E. VIA DE VENTURA · SCOTTSDALE, AZ · 85258
Phone
(480) 675-5567
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BNY MELLON | — | NEW YORK, NY | TRUSTEE CUSTODIAN | $45K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARIAL & ADMIN | $488K | — |
| AON INVESTMENT USA | 36-3109431 | — | INVESTMENT ADVISOR | $160K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS | — | PITTSBURGH, PA | LEGAL | $29K | — |
Investments
16 pooled funds· $151.6M(82% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONG CR BOND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | $35.7M | 19.4% |
| AON LARGE CAP EQUITY INDEX AON TRUST COMPANY LLC · EIN 37-6543784 / PN 046 | Common Collective Trust | $30.9M | 16.8% |
| NISA ULTRA LONG TREASURY CIF NISA COLLECTIVE INVESTMENT TRUST · EIN 88-6547562 / PN 002 | Common Collective Trust | $27.0M | 14.6% |
| AON NON-US EQUITY INDEX AON TRUST COMPANY LLC · EIN 37-6543784 / PN 044 | Common Collective Trust | $18.6M | 10.1% |
| AON ENHANCED LIABILITY DRIVEN INVES AON TRUST COMPANY LLC · EIN 37-6543784 / PN 048 | Common Collective Trust | $16.6M | 9.0% |
| AON MULTI ASSET CREDIT FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | $8.0M | 4.3% |
| AON SMALL CAP EQUITY INDEX AON TRUST COMPANY LLC · EIN 37-6543784 / PN 045 | Common Collective Trust | $5.3M | 2.9% |
| NISA ULTRA MID TREASURY CIF NISA COLLECTIVE INVESTMENT TRUST · EIN 88-6547562 / PN 001 | Common Collective Trust | $3.6M | 2.0% |
| AON OPPORTUINITSTIC CR PORTFOLIO SP AON INVESTMENTS USA, INC. · EIN 98-1554296 / PN 001 | Common Collective Trust | $2.0M | 1.1% |
| AON HIGH YIELD PLUS CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | $1.8M | 1.0% |
| INTERMEDIATE CR BOND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | $677K | 0.4% |
| AON 20+ YEAR U.S TREASURY AON TRUST COMPANY LLC · EIN 37-6543784 / PN 036 | Common Collective Trust | $469K | 0.3% |
| AON US INTERMEDIATE GOVERNMENT AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | $356K | 0.2% |
| MID DURATION LONG CR BD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 039 | Common Collective Trust | $285K | 0.2% |
| AON GLOBAL REAL ESTATE CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 006 | Common Collective Trust | $216K | 0.1% |
| AON US LONG GOVERNMENT INDEX AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | $112K | <0.1% |