University Of Vermont Foundation 403(B) Plan — Form 5500 plan (University Of Vermont And State Agricultural College Foundation, 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, University Of Vermont Foundation 403(B) Plan is a benefit plan reported by University Of Vermont And State Agricultural College Foundation, Inc. under EIN 45-1556038 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $16,179,650 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
University Of Vermont And State Agricultural College Foundation, Inc.
EIN
45-1556038
Plan number
001
Plan type
2
Location
Burlington, VT
Latest filing year
2023
Participants
124
End-of-year plan assets
$16,179,650

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20240725150733NAL0024484496001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,179,650
Total liabilities (EOY)
$0
Net assets (EOY)
$16,179,650
Net assets (BOY)
$13,842,541

Income & contributions

Employer contributions
$773,375
Participant contributions
$610,524
Total contributions
$1,541,370
Total income / additions
$3,553,148

Expenses & distributions

Benefits paid
$1,215,914
Administrative expenses
$125
Total expenses
$1,216,039
Net increase / (decrease)
$2,337,109

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Insurance And AnnuityINV.MGMT$125$02023

Related Form 5500 pages