2023 Form 5500 filing — Southwestern Vermont Health Care 403(B) Retirement Savings 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 20241008160222NAL0035316802001) for Southwestern Vermont Health Care 403(B) Retirement Savings Plan, reported by Southwestern Vermont Health Care under EIN 03-0179435 and plan number 002. It reports 1,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008160222NAL0035316802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwestern Vermont Health Care
- EIN
- 03-0179435
- Plan number
- 002
- Location
- Bennington, VT
- Participants
- 1,504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,942,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,942,642
- Employer contributions
- $1,813,342
- Participant contributions
- $4,151,184
- Total income / additions
- $16,438,751
- Benefits paid
- $6,041,312
- Administrative expenses
- $138,546
- Total expenses
- $6,179,858
- Net increase / (decrease)
- $10,258,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $138,546 | $0 |