Health Care And Rehabilitation Services Of Southeastern Vermont — Form 5500 plan (Health Care And Rehabilitation Services Of Southeastern Vermont)
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, Health Care And Rehabilitation Services Of Southeastern Vermont is a benefit plan reported by Health Care And Rehabilitation Services Of Southeastern Vermont under EIN 23-7017624 and plan number 001. The latest loaded filing year is 2023. The filing reports 646 participants and $22,956,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health Care And Rehabilitation Services Of Southeastern Vermont
- EIN
- 23-7017624
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, VT
- Latest filing year
- 2023
- Participants
- 646
- End-of-year plan assets
- $22,956,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 646 | H, C | 20250414133636NAL0003167712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,956,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,956,421
- Net assets (BOY)
- $19,955,347
Income & contributions
- Employer contributions
- $793,200
- Participant contributions
- $1,309,886
- Total contributions
- $2,163,441
- Total income / additions
- $5,070,813
Expenses & distributions
- Benefits paid
- $1,953,512
- Administrative expenses
- $116,227
- Total expenses
- $2,069,739
- Net increase / (decrease)
- $3,001,074
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $116,226 | $0 | 2023 |
| Trg Investment Advisors, LLC | INVESTMENT ADVISORY | $0 | $42,314 | 2023 |