Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat — Form 5500 plan (Brattleboro Retreat)
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, Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat is a benefit plan reported by Brattleboro Retreat under EIN 03-0107360 and plan number 002. The latest loaded filing year is 2023. The filing reports 838 participants and $38,265,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brattleboro Retreat
- EIN
- 03-0107360
- Plan number
- 002
- Plan type
- 2
- Location
- Brattleboro, VT
- Latest filing year
- 2023
- Participants
- 838
- End-of-year plan assets
- $38,265,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 838 | H, C | 20240708140448NAL0019332848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,265,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,265,256
- Net assets (BOY)
- $34,677,884
Income & contributions
- Employer contributions
- $462,416
- Participant contributions
- $1,864,396
- Total contributions
- $2,499,443
- Total income / additions
- $7,958,194
Expenses & distributions
- Benefits paid
- $4,184,587
- Administrative expenses
- $144,557
- Total expenses
- $4,370,822
- Net increase / (decrease)
- $3,587,372
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $94,192 | $0 | 2023 |
| Trg Investment Advisors, LLC | SERVICE PROVIDER | $34,369 | not reported in the loaded dataset | 2023 |
| Berry Dunn Mcneil & Parker LLC | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brattleboro Retreat
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Brattleboro, VT
- Lincoln National Corporation — Schedule C compensation
- Trg Investment Advisors, LLC — Schedule C compensation
- Berry Dunn Mcneil & Parker LLC — Schedule C compensation