2023 Form 5500 filing — Health Care And Rehabilitation Services Of Southeastern Vermont
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 20250414133636NAL0003167712001) for Health Care And Rehabilitation Services Of Southeastern Vermont, reported by Health Care And Rehabilitation Services Of Southeastern Vermont under EIN 23-7017624 and plan number 001. It reports 646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414133636NAL0003167712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health Care And Rehabilitation Services Of Southeastern Vermont
- EIN
- 23-7017624
- Plan number
- 001
- Location
- Springfield, VT
- Participants
- 646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,956,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,956,421
- Employer contributions
- $793,200
- Participant contributions
- $1,309,886
- Total income / additions
- $5,070,813
- Benefits paid
- $1,953,512
- Administrative expenses
- $116,227
- Total expenses
- $2,069,739
- Net increase / (decrease)
- $3,001,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $116,226 | $0 |
| Trg Investment Advisors, LLC | INVESTMENT ADVISORY | $0 | $42,314 |