Brattleboro, VT Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Brattleboro, VT has 27 loaded benefit plan(s) reported by 14 plan sponsor(s), with $349,179,062 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $349,179,062
- Total reported liabilities (EOY)
- $40,827
- Total reported net assets (EOY)
- $349,138,235
Contributions & income
- Employer contributions
- $8,103,960
- Participant contributions
- $11,446,226
- Total income / additions
- $66,816,564
Expenses & distributions
- Benefits paid / distributions
- $27,570,141
- Total expenses
- $28,569,891
- Net increase / (decrease)
- $38,246,673
Coverage
- Total reported participants
- 8,234
- Plans with financial statements
- 14
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brattleboro, VT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| World Learning, Inc. Retirement Plan | World Learning, Inc. | $88,539,922 | 2023 |
| Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat | Brattleboro Retreat | $38,265,256 | 2023 |
| Brattleboro Memorial Hospital 403(B) Plan | Brattleboro Memorial Hospital | $37,226,735 | 2023 |
| G. S. Precision, Inc. 401(K) Employee Savings Plan & Trust | G. S. Precision, Inc. | $32,452,635 | 2023 |
| Richards, Inc. 401(K) Profit Sharing Plan And Trust | Richards, Inc. | $31,314,107 | 2023 |
| Brattleboro Memorial Hospital Money Purchase Pension Plan And Trust | Brattleboro Memorial Hospital | $27,130,993 | 2023 |
| Holstein Association Usa, Inc. Retirement Savings Plan | Holstein Association Usa, Inc. | $22,314,335 | 2023 |
| Trust Company Of Vermont Employee Stock Ownership Plan | Trust Company Of Vermont | $18,810,834 | 2023 |
| The Cersosimo Companies 401(K) Savings & Investment Plan | Cersosimo Lumber Co., Inc. | $18,622,583 | 2023 |
| New Chapter, Inc. 401(K) Plan | New Chapter, Inc. | $16,657,254 | 2023 |
| Holstein Association Usa, Inc. Amended And Restated Pension Plan | Holstein Association Usa, Inc. | $12,345,932 | 2023 |
| Bradford Machine 401(K) Plan And Trust | Cave Manufacturing, LLC. Dba Bradford Machine Co. | $4,104,726 | 2023 |
| Groundworks Collaborative, Inc. Retirement Plan | Groundworks Collaborative, Inc. | $765,947 | 2023 |
| Brattleboro Mutual Aid Association Retirement Plan | Brattleboro Mutual Aid Association, Inc. | $627,803 | 2023 |
| Cersosimo Lumber Company, Inc. Group Health Plan | Cersosimo Lumber Company Inc. | not reported in the loaded dataset | 2023 |
| World Learning Health And Welfare Benefit Plan | World Learning, Inc. | not reported in the loaded dataset | 2023 |
| Holstein Association Usa, Inc. Group Health Plan | Holstein Association Usa, Inc. | not reported in the loaded dataset | 2023 |
| G. S. Precision, Inc. Health & Welfare Benefit Plan | G.S. Precision, Inc. | not reported in the loaded dataset | 2023 |
| Holstein Association Usa, Inc. Long Term Disability | Holstein Association Usa, Inc. | not reported in the loaded dataset | 2023 |
| The Richards Group Health & Welfare Benefit Plan | The Richards Group | not reported in the loaded dataset | 2023 |
| Holstein Association Usa, Inc. Group Dental Plan | Holstein Association Usa, Inc. | not reported in the loaded dataset | 2023 |
| Holstein Association Usa, Inc. Group Life Insurance | Holstein Association Usa, Inc. | not reported in the loaded dataset | 2023 |
| New Chapter Inc.'S Health & Welfare Benefit Plan | New Chapter Inc. | not reported in the loaded dataset | 2023 |
| Brattleboro Retreat Health & Welfare Benefit Plan | Brattleboro Retreat | not reported in the loaded dataset | 2023 |
| Brattleboro Memorial Hospital Benefits Plan | Brattleboro Memorial Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Brattleboro → · Brattleboro plans by participants → · Brattleboro plans with financial data → · Brattleboro plans with provider compensation → · $1B+ plans in Brattleboro →
Related Form 5500 pages
- All VT Form 5500 filings
- World Learning, Inc. Retirement Plan (plan 001)
- World Learning, Inc. — all reported plans
- Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat (plan 002)
- Brattleboro Retreat — all reported plans
- Brattleboro Memorial Hospital 403(B) Plan (plan 003)
- Brattleboro Memorial Hospital — all reported plans
- G. S. Precision, Inc. 401(K) Employee Savings Plan & Trust (plan 001)
- G. S. Precision, Inc. — all reported plans
- Richards, Inc. 401(K) Profit Sharing Plan And Trust (plan 002)
- Richards, Inc. — all reported plans
- Brattleboro Memorial Hospital Money Purchase Pension Plan And Trust (plan 002)
- Holstein Association Usa, Inc. Retirement Savings Plan (plan 002)
- Holstein Association Usa, Inc. — all reported plans
- Trust Company Of Vermont Employee Stock Ownership Plan (plan 002)
- Trust Company Of Vermont — all reported plans
- The Cersosimo Companies 401(K) Savings & Investment Plan (plan 001)
- Cersosimo Lumber Co., Inc. — all reported plans
- New Chapter, Inc. 401(K) Plan (plan 001)
- New Chapter, Inc. — all reported plans
- Holstein Association Usa, Inc. Amended And Restated Pension Plan (plan 001)
- Bradford Machine 401(K) Plan And Trust (plan 001)
- Cave Manufacturing, LLC. Dba Bradford Machine Co. — all reported plans
- Groundworks Collaborative, Inc. Retirement Plan (plan 001)
- Groundworks Collaborative, Inc. — all reported plans
- Brattleboro Mutual Aid Association Retirement Plan (plan 001)
- Brattleboro Mutual Aid Association, Inc. — all reported plans
- Cersosimo Lumber Company, Inc. Group Health Plan (plan 501)
- Methodology
- Data sources