Rutland Regional Health Services Retirement Savings Plan — Form 5500 plan (Rutland Regional Medical Center)
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, Rutland Regional Health Services Retirement Savings Plan is a benefit plan reported by Rutland Regional Medical Center under EIN 03-0183483 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,413 participants and $259,589,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rutland Regional Medical Center
- EIN
- 03-0183483
- Plan number
- 002
- Plan type
- 2
- Location
- Rutland, VT
- Latest filing year
- 2023
- Participants
- 2,413
- End-of-year plan assets
- $259,589,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,413 | H, C | 20241010152832NAL0036277344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $259,589,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $259,589,445
- Net assets (BOY)
- $223,445,529
Income & contributions
- Employer contributions
- $6,331,268
- Participant contributions
- $11,286,993
- Total contributions
- $19,259,316
- Total income / additions
- $55,871,548
Expenses & distributions
- Benefits paid
- $19,376,821
- Administrative expenses
- $217,922
- Total expenses
- $19,727,632
- Net increase / (decrease)
- $36,143,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $127,191 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $61,479 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | CONSULTANT | $29,252 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rutland Regional Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Rutland, VT
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation