form5500lookup

Form 5500 · Retirement plan · WEST PALM BEACH, FL

VITALITY HOME CARE, INC.

The filing calls this plan TRILOGY 401(K) PLAN.

VITALITY HOME CARE, INC. of WEST PALM BEACH, FL files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-2019673 · plan 001 · plan year 2023, filed Jul 25, 2024

Participants at the start of the year
1,181
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
VITALITY HOME CARE, INC.
EIN 81-2019673
LPL FINANCIAL CORPORATION
SERVICE PROVIDER · EIN 04-3046611
$0
paid directly by the plan
MY BENEFITS LLC
TPA · EIN 45-2098380
$0
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT
INVESTMENT ADVISOR · EIN 36-4317381
$1,726
paid directly by the plan
VOYA RETIREMENT AND ANNUITY CO
RECORD KEEPER · EIN 71-0294708
$1,726
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT
INVESTMENT ADVISOR · EIN 36-3297908
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Paid out in benefits
$13,146,808
Participants at the start of the year
1,181
Participants with account balances
0

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 41-0746749
CLIFTON LARSON ALLEN, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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