Brattleboro Memorial Hospital Money Purchase Pension Plan And Trust — Form 5500 plan (Brattleboro Memorial Hospital)
Plain-English plan 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, Brattleboro Memorial Hospital Money Purchase Pension Plan And Trust is a benefit plan reported by Brattleboro Memorial Hospital under EIN 03-0107300 and plan number 002. The latest loaded filing year is 2023. The filing reports 657 participants and $27,130,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brattleboro Memorial Hospital
- EIN
- 03-0107300
- Plan number
- 002
- Plan type
- 2
- Location
- Brattleboro, VT
- Latest filing year
- 2023
- Participants
- 657
- End-of-year plan assets
- $27,130,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 657 | H, C | 20241014104705NAL0013155459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,130,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,130,993
- Net assets (BOY)
- $26,194,635
Income & contributions
- Total contributions
- $15,275
- Total income / additions
- $3,403,109
Expenses & distributions
- Benefits paid
- $2,413,740
- Administrative expenses
- $53,011
- Total expenses
- $2,466,751
- Net increase / (decrease)
- $936,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $53,011 | $0 | 2023 |
| Future Planning Associates | SERVICE PROVIDER | $9,739 | not reported in the loaded dataset | 2023 |
| Trg Retirement Plan Consultants | SERVICE PROVIDER | $6,516 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $211 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brattleboro Memorial Hospital
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Brattleboro, VT
- Voya Retirement Insurance And Annui — Schedule C compensation
- Future Planning Associates — Schedule C compensation
- Trg Retirement Plan Consultants — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation