2023 Form 5500 filing — Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708140448NAL0019332848001) for Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat, reported by Brattleboro Retreat under EIN 03-0107360 and plan number 002. It reports 838 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708140448NAL0019332848001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brattleboro Retreat
- EIN
- 03-0107360
- Plan number
- 002
- Location
- Brattleboro, VT
- Participants
- 838
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,265,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,265,256
- Employer contributions
- $462,416
- Participant contributions
- $1,864,396
- Total income / additions
- $7,958,194
- Benefits paid
- $4,184,587
- Administrative expenses
- $144,557
- Total expenses
- $4,370,822
- Net increase / (decrease)
- $3,587,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $94,192 | $0 |
| Trg Investment Advisors, LLC | SERVICE PROVIDER | $34,369 | not reported in the loaded dataset |
| Berry Dunn Mcneil & Parker LLC | AUDITOR | $16,000 | not reported in the loaded dataset |