2023 Form 5500 filing — Vermont Gas Systems, Inc. Retirement Plan
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 20240730093947NAL0020473633001) for Vermont Gas Systems, Inc. Retirement Plan, reported by Vermont Gas Systems, Inc. under EIN 03-0228680 and plan number 001. It reports 96 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730093947NAL0020473633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vermont Gas Systems, Inc.
- EIN
- 03-0228680
- Plan number
- 001
- Location
- South Burlington, VT
- Participants
- 96
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,812,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,812,339
- Total income / additions
- $1,546,439
- Benefits paid
- $683,055
- Administrative expenses
- $119,764
- Total expenses
- $802,819
- Net increase / (decrease)
- $743,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $83,331 | not reported in the loaded dataset |
| Bmo Harris Bank N.A. | TRUSTEE | $26,317 | not reported in the loaded dataset |