Barre, VT Form 5500 retirement and benefit plan filings
City Form 5500 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, Barre, VT has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $53,254,786 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $53,254,786
- Total reported liabilities (EOY)
- $360,013
- Total reported net assets (EOY)
- $52,894,773
Contributions & income
- Employer contributions
- $15,055,971
- Participant contributions
- $6,758,795
- Total income / additions
- $29,226,212
Expenses & distributions
- Benefits paid / distributions
- $16,440,495
- Total expenses
- $18,930,356
- Net increase / (decrease)
- $10,295,856
Coverage
- Total reported participants
- 4,657
- Plans with financial statements
- 6
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Barre, VT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Aspire Living & Learning, Inc. 403(B) Plan | Aspire Living & Learning, Inc. | $24,710,386 | 2023 |
| Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Capstone Community Action, Inc. | Capstone Community Action, Inc | $9,077,972 | 2023 |
| Barre Belt 401(K) Retirement Plan & Trust | Barre Belt | $8,569,291 | 2023 |
| Central Vermont Home Health And Hospice Employee Retirement Plan | Central Vermont Home Health And Hospice, Inc. | $5,647,102 | 2023 |
| Granite Group Insurance Trust | Granite Group Insurance Trust | $3,457,786 | 2023 |
| Adams Granite Company 401(K) Plan | Adams Granite Company | $1,792,249 | 2023 |
| Bellavance Trucking Health & Welfare Benefit Plan | Bellavance Trucking, Inc. | not reported in the loaded dataset | 2023 |
| Central Vermont Home Health & Hospice Eap Plan | Central Vermont Home Health & Hospice | not reported in the loaded dataset | 2023 |
| Capstone Community Action, Inc. Dental Plan | Capstone Community Action, Inc. | not reported in the loaded dataset | 2023 |
| Capstone Community Action, Inc. Life & Disability Plan | Capstone Community Action, Inc. | not reported in the loaded dataset | 2023 |
| Aspire Living & Learning Inc Health And Welfare Benefit | Aspire Living & Learning Inc | not reported in the loaded dataset | 2023 |
Largest plans in Barre → · Barre plans by participants → · Barre plans with financial data → · Barre plans with provider compensation → · $1B+ plans in Barre →
Related Form 5500 pages
- All VT Form 5500 filings
- Aspire Living & Learning, Inc. 403(B) Plan (plan 001)
- Aspire Living & Learning, Inc. — all reported plans
- Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Capstone Community Action, Inc. (plan 001)
- Capstone Community Action, Inc — all reported plans
- Barre Belt 401(K) Retirement Plan & Trust (plan 002)
- Barre Belt — all reported plans
- Central Vermont Home Health And Hospice Employee Retirement Plan (plan 002)
- Central Vermont Home Health And Hospice, Inc. — all reported plans
- Granite Group Insurance Trust (plan 501)
- Granite Group Insurance Trust — all reported plans
- Adams Granite Company 401(K) Plan (plan 002)
- Adams Granite Company — all reported plans
- Bellavance Trucking Health & Welfare Benefit Plan (plan 501)
- Bellavance Trucking, Inc. — all reported plans
- Central Vermont Home Health & Hospice Eap Plan (plan 510)
- Capstone Community Action, Inc. Dental Plan (plan 510)
- Capstone Community Action, Inc. Life & Disability Plan (plan 515)
- Aspire Living & Learning Inc Health And Welfare Benefit (plan 501)
- Methodology
- Data sources