2023 Form 5500 filing — Central Vermont Home Health And Hospice Employee 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 20241012070247NAL0024285713001) for Central Vermont Home Health And Hospice Employee Retirement Plan, reported by Central Vermont Home Health And Hospice, Inc. under EIN 03-0186089 and plan number 002. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012070247NAL0024285713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Vermont Home Health And Hospice, Inc.
- EIN
- 03-0186089
- Plan number
- 002
- Location
- Barre, VT
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,647,102
- Net assets (EOY)
- $5,647,102
- Employer contributions
- $288,144
- Participant contributions
- $398,679
- Total income / additions
- $1,587,032
- Benefits paid
- $814,594
- Administrative expenses
- $55,473
- Total expenses
- $870,706
- Net increase / (decrease)
- $716,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT COMPANY | $22,454 | $2,646 |
| Plan Integrity Partners, LLC | THIRD PARTY ADMINISTRATO | $14,228 | $1,113 |
| Hanlon Investment Comp | MONEY MANAGER | $5,477 | $2,967 |
| Lpl Financial | BROKER DEALER | $7,987 | not reported in the loaded dataset |
| Equity Services, Inc. | BROKER DEALER | $0 | $7,858 |
| Lpl Financial Sms Core | ADVISOR | $5,327 | not reported in the loaded dataset |