Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$12.1M
Filings through .
Top hat
Visiting Nurse Association of Florida, Inc.
EIN 59-1814769hospital & health careLatest filing 2025
Plans
3
Retirement
2
$13.1M assets
Health & Benefits
1
$1.1M premiums
Participants
572
2400 S.E. MONTEREY ROAD, SUITE 300 - STUART, FL 34996722-286-1844vnaflorida.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $13.1M assets / 429 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$1.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 226 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$868K
- Prescription drug$868K
- Dental$80K
- Other$55K
- Life$33K
- Short-term disability$31K
- +2 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
VISITING NURSE ASSOCIATION OF FLORIDA, INC PROFIT SHARING PLAN & TRUST
401(k)
Assets$12.1M
Participants409
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN
Traditional DB
Assets$1.0M
Participants20
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
VISITING NURSE ASSOCIATION OF FLORIDA, INC. WELFARE BENEFIT PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$1.1M
Covered lives226
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | VISITING NURSE ASSOCIATION OF FLORIDA, INC PROFIT SHARING PLAN & TRUST | 401(k) | $12.1M | 409 | 2025 |
| #003 | VISITING NURSE ASSOCIATION OF FLORIDA, INC. DEFINED BENEFIT PLAN | Traditional DB | $1.0M | 20 | 2025 |
- #002 · 401(k) · 2025409
- #003 · Traditional DB · 202520
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | VISITING NURSE ASSOCIATION OF FLORIDA, INC. WELFARE BENEFIT PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $1.1M | 226 | 2025 |
- #510 · Fully insured · BLUE CROSS BLUE SHIELD OF FLORIDA · 2025226
Retirement plans
Health & Benefits plans