Brattleboro Mutual Aid Association Retirement Plan — Form 5500 plan (Brattleboro Mutual Aid Association, Inc.)

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 Mutual Aid Association Retirement Plan is a benefit plan reported by Brattleboro Mutual Aid Association, Inc. under EIN 03-0179415 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $627,803 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brattleboro Mutual Aid Association, Inc.
EIN
03-0179415
Plan number
001
Plan type
2
Location
Brattleboro, VT
Latest filing year
2023
Participants
121
End-of-year plan assets
$627,803

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023121H, C20241015102600NAL0028055489003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$627,803
Net assets (EOY)
$627,803
Net assets (BOY)
$716,630

Income & contributions

Employer contributions
$27,246
Participant contributions
$23,499
Total contributions
$50,745
Total income / additions
$107,662

Expenses & distributions

Benefits paid
$196,489
Total expenses
$196,489
Net increase / (decrease)
-$88,827

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Third Party Administrators Inc.CONTRACT ADMIN$3,764$02023
Capital Group Retirement Plan SvcsRECORDKEEPER$1,959$02023

Related Form 5500 pages