Morrisville, 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, Morrisville, VT has 15 loaded benefit plan(s) reported by 10 plan sponsor(s), with $121,093,829 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $121,093,829
- Total reported liabilities (EOY)
- $12,282,393
- Total reported net assets (EOY)
- $108,811,436
Contributions & income
- Employer contributions
- $4,073,349
- Participant contributions
- $5,667,362
- Total income / additions
- $32,030,925
Expenses & distributions
- Benefits paid / distributions
- $11,369,429
- Total expenses
- $11,889,992
- Net increase / (decrease)
- $20,140,933
Coverage
- Total reported participants
- 3,381
- Plans with financial statements
- 8
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Morrisville, 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 |
|---|---|---|---|
| Copley Health Systems, Inc. 403(B) Retirement Plan | Copley Health Systems, Inc. | $47,278,590 | 2023 |
| Union Bank 401(K) Plan | Union Bank | $29,106,798 | 2023 |
| Alpine Snowguards Employee Stock Ownership Plan | Vermont Slate And Copper Services | $16,107,300 | 2023 |
| Lamoille Health Partners 401(K) Plan | Lamoille Health Partners, Inc. | $8,940,507 | 2023 |
| Butternut Mountain Farm 401(K) Retirement Plan | Butternut Mountain Farm -The Vermont Maple Sugar | $5,731,823 | 2023 |
| Ccs Constructors, Inc. Employee Stock Ownership Plan | Ccs Constructors, Inc. | $5,184,308 | 2023 |
| Lcmhs Savings And Retirement Plan | Lamoille County Mental Health Services, Inc. | $4,564,745 | 2023 |
| Manufacturing Solutions Inc. 401(K) Plan | Manufacturing Solutions Inc | $4,179,758 | 2023 |
| Lamoille Health Partners Employee Benefits Plan | Lamoille Health Partners | not reported in the loaded dataset | 2023 |
| Lamoille County Mental Health Services Health & Welfare Benefit Plan | Lamoille County Mental Health Services | not reported in the loaded dataset | 2023 |
| Vermont Maple Sugar Company, Inc First Amended And Restated Welfare Plan | The Vermont Maple Sugar Company | not reported in the loaded dataset | 2023 |
| Union Bankshares, Inc. Employee Benefit Plan | Union Bankshares, Inc. | not reported in the loaded dataset | 2023 |
| Union Bankshares Life And Disability Plan | Union Bankshares, Inc. | not reported in the loaded dataset | 2023 |
| Union Bankshares Vision Plan | Union Bankshares, Inc. | not reported in the loaded dataset | 2023 |
| Copley Hospital, Inc.'S Health & Welfare Benefit Plan | Copley Hospital, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Morrisville → · Morrisville plans by participants → · Morrisville plans with financial data → · Morrisville plans with provider compensation → · $1B+ plans in Morrisville →
Related Form 5500 pages
- All VT Form 5500 filings
- Copley Health Systems, Inc. 403(B) Retirement Plan (plan 002)
- Copley Health Systems, Inc. — all reported plans
- Union Bank 401(K) Plan (plan 002)
- Union Bank — all reported plans
- Alpine Snowguards Employee Stock Ownership Plan (plan 002)
- Vermont Slate And Copper Services — all reported plans
- Lamoille Health Partners 401(K) Plan (plan 001)
- Lamoille Health Partners, Inc. — all reported plans
- Butternut Mountain Farm 401(K) Retirement Plan (plan 001)
- Butternut Mountain Farm -The Vermont Maple Sugar — all reported plans
- Ccs Constructors, Inc. Employee Stock Ownership Plan (plan 003)
- Ccs Constructors, Inc. — all reported plans
- Lcmhs Savings And Retirement Plan (plan 001)
- Lamoille County Mental Health Services, Inc. — all reported plans
- Manufacturing Solutions Inc. 401(K) Plan (plan 001)
- Manufacturing Solutions Inc — all reported plans
- Lamoille Health Partners Employee Benefits Plan (plan 501)
- Lamoille County Mental Health Services Health & Welfare Benefit Plan (plan 501)
- Vermont Maple Sugar Company, Inc First Amended And Restated Welfare Plan (plan 510)
- Union Bankshares, Inc. Employee Benefit Plan (plan 501)
- Union Bankshares, Inc. — all reported plans
- Union Bankshares Life And Disability Plan (plan 502)
- Union Bankshares Vision Plan (plan 503)
- Copley Hospital, Inc.'S Health & Welfare Benefit Plan (plan 510)
- Copley Hospital, Inc. — all reported plans
- Methodology
- Data sources