Plan5500

Vermont Gas Systems, Inc. Retirement Plan — Form 5500 plan (Vermont Gas Systems, 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, Vermont Gas Systems, Inc. Retirement Plan is a benefit plan reported by Vermont Gas Systems, Inc. under EIN 03-0228680 and plan number 001. The latest loaded filing year is 2023. The filing reports 96 participants and $17,812,339 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vermont Gas Systems, Inc.
EIN
03-0228680
Plan number
001
Plan type
2
Location
South Burlington, VT
Latest filing year
2023
Participants
96
End-of-year plan assets
$17,812,339

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202396H, C20240730093947NAL0020473633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,812,339
Total liabilities (EOY)
$0
Net assets (EOY)
$17,812,339
Net assets (BOY)
$17,068,719

Income & contributions

Total contributions
$0
Total income / additions
$1,546,439

Expenses & distributions

Benefits paid
$683,055
Administrative expenses
$119,764
Total expenses
$802,819
Net increase / (decrease)
$743,620

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCNONE$83,331not reported in the loaded dataset2023
Bmo Harris Bank N.A.TRUSTEE$26,317not reported in the loaded dataset2023

Related Form 5500 pages