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VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN 401k Plan overview

Plan NameVISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN
Plan identification number 003

VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC.
Employer identification number (EIN):150532259
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1915-06-15
Company Identification Number: 13288
Legal Registered Office Address: 1650 CHAMPLIN AVENUE
Oneida
UTICA
United States of America (USA)
13502

More information about VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01NANCY RATCLIFFE2024-05-28
0032022-01-01NANCY RATCLIFFE2023-07-12
0032021-01-01NANCY RATCLIFFE2022-06-21
0032020-01-01NANCY RATCLIFFE2021-06-28
0032019-01-01LUCIANA FLYNT2020-10-05
0032018-01-01RONALD CRITELLI2019-08-26
0032017-01-01RONALD CRITELLI2018-06-15
0032016-01-01RONALD CRITELLI2017-07-20
0032015-01-01RONALD CRITELLI2016-06-24
0032014-01-01RONALD CRITELLI2015-07-16
0032013-01-01RON CRITELLI2014-07-29
0032012-01-01RONALD CRITELLI2013-08-01 RONALD CRITELLI2013-08-01
0032011-01-01RONALD CRITELLI2012-08-28 RONALD CRITELLI2012-08-28
0032010-01-01ANTHONY SCIBELLI2011-10-06 ANTHONY SCIBELLI2011-10-06
0032009-01-01ANTHONY SCIBELLI ANTHONY SCIBELLI2010-10-12
0032009-01-01ANTHONY SCIBELLI ANTHONY SCIBELLI2010-10-12
0032009-01-01ANTHONY SCIBELLI ANTHONY SCIBELLI2010-10-13
0032009-01-01ANTHONY SCIBELLI

Plan Statistics for VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN

401k plan membership statisitcs for VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN

Measure Date Value
2025: VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-11-1367
Total number of particpants at end of year2025-11-130
Number of Participants With Account Balances2025-11-130
Total number of particpants at beginning of year2025-10-1567
Total number of particpants at end of year2025-10-150
Number of Participants With Account Balances2025-10-150
Total number of particpants at beginning of year2025-09-0267
Total number of particpants at end of year2025-09-0240
Number of Participants With Account Balances2025-09-0240
2024: VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2866
Total number of particpants at end of year2024-05-2867
Number of Participants With Account Balances2024-05-2864
2009: VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0135
Total number of active participants reported on line 7a of the Form 55002009-01-0171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0173
Number of participants with account balances2009-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN

Measure Date Value
2025 : VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-11-13-6007356
Total expenses incurred by plan in this plan year2025-11-13574407
Net assets as of the end of the plan year2025-11-130
Total assets as of the beginning of the plan year2025-11-135635954
Value of plan covered by a fidelity bond2025-11-131000000
Participant contributions to plan in this plan year2025-11-13227723
Value of participant loans at end of plan year2025-11-130
Other contributions to plan in this plan year2025-11-130
Other income to plan in this plan year2025-11-13642734
Plan net income in this plan year2025-11-13371402
Net assets as of the end of the plan year2025-11-130
Net assets as of the beginning of the plan year2025-11-135635954
Employer contributions to plan in this plan year2025-11-1375352
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-1311323
Total transfers to/from plan in this plan year2025-10-15-5844253
Total expenses incurred by plan in this plan year2025-10-15574341
Net assets as of the end of the plan year2025-10-150
Total assets as of the beginning of the plan year2025-10-155490595
Value of plan covered by a fidelity bond2025-10-151000000
Participant contributions to plan in this plan year2025-10-15227723
Value of participant loans at end of plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-15624924
Plan net income in this plan year2025-10-15353658
Net assets as of the end of the plan year2025-10-150
Net assets as of the beginning of the plan year2025-10-155490595
Employer contributions to plan in this plan year2025-10-1575352
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1511257
Total expenses incurred by plan in this plan year2025-09-02574341
Net assets as of the end of the plan year2025-09-025844253
Total assets as of the beginning of the plan year2025-09-025490595
Value of plan covered by a fidelity bond2025-09-021000000
Participant contributions to plan in this plan year2025-09-02227723
Value of participant loans at end of plan year2025-09-0261557
Other contributions to plan in this plan year2025-09-020
Other income to plan in this plan year2025-09-02624924
Plan net income in this plan year2025-09-02353658
Net assets as of the end of the plan year2025-09-025844253
Net assets as of the beginning of the plan year2025-09-025490595
Employer contributions to plan in this plan year2025-09-0275352
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0211257
2024 : VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-28406788
Net assets as of the end of the plan year2024-05-285490595
Total assets as of the beginning of the plan year2024-05-284903118
Value of plan covered by a fidelity bond2024-05-281000000
Participant contributions to plan in this plan year2024-05-28226677
Value of participant loans at end of plan year2024-05-2859219
Other contributions to plan in this plan year2024-05-2812185
Other income to plan in this plan year2024-05-28675464
Plan net income in this plan year2024-05-28587477
Net assets as of the end of the plan year2024-05-285490595
Net assets as of the beginning of the plan year2024-05-284903118
Employer contributions to plan in this plan year2024-05-2879939
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2811424
2009 : VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN

2009: VISITING NURSE ASSOCIATION OF UTICA AND ONEIDA COUNTY, INC. 403(B) THRIFT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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