How many benefit plans does Brattleboro Retreat report on Form 5500?

Brattleboro Retreat (EIN 03-0107360) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Brattleboro Retreat?

The Employer Identification Number (EIN) reported for Brattleboro Retreat is 03-0107360.

What is the latest Form 5500 filing year for Brattleboro Retreat?

The latest loaded Form 5500 filing year for Brattleboro Retreat is 2023.

Brattleboro Retreat — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Retreat (EIN 03-0107360) is a plan sponsor located in Brattleboro, VT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 03-0107360
Location: Brattleboro, VT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $38,265,256
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $38,265,256

Contributions & income

Employer contributions: $462,416
Participant contributions: $1,864,396
Total income / additions: $7,958,194

Expenses & distributions

Benefits paid / distributions: $4,184,587
Total expenses: $4,370,822
Net increase / (decrease): $3,587,372

Coverage

Total reported participants: 1,193
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Brattleboro Retreat plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat	002	838	$38,265,256	2023
Brattleboro Retreat Health & Welfare Benefit Plan	502	355	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Brattleboro Retreat
Year	Plan	Participants	Schedules	Filing
2023	Brattleboro Retreat Health & Welfare Benefit Plan	355	—	20240501162437NAL0027714450001
2023	Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat	838	H, C	20240708140448NAL0019332848001