Newport, 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, Newport, VT has 11 loaded benefit plan(s) reported by 6 plan sponsor(s), with $152,213,855 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
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$152,213,855
Total reported liabilities (EOY)
$3,259
Total reported net assets (EOY)
$152,210,596

Contributions & income

Employer contributions
$3,074,662
Participant contributions
$4,975,482
Total income / additions
$29,442,780

Expenses & distributions

Benefits paid / distributions
$9,969,552
Total expenses
$10,170,135
Net increase / (decrease)
$19,272,645

Coverage

Total reported participants
3,428
Plans with financial statements
5
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newport, 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

Largest loaded plans in Newport, VT
PlanSponsorReported assets (EOY)Year
North Country Health System, Inc. Contributory Tax Sheltered Retirement PlanNorth Country Health System, Inc.$67,170,2272023
Community Bancorp & Designated Subsidiaries Retirement Savings PlanCommunity National Bank$34,307,6542023
Poulin Grain, Inc. 401(K) Profit Sharing PlanPoulin Grain, Inc.$25,636,6742023
Northeast Kingdom Human Services, Inc. Dc PlanNortheast Kingdom Human Services, Inc.$24,899,9132023
North East Kingdom Community Action, Inc. 403b PlanNorth East Kingdom Community Action, Inc.$199,3872023
North Country Hospital Flexible Benefits PlanNorth Country Hospitalnot reported in the loaded dataset2023
Galvion Ltd Health Welfare Benefit PlanGalvion Ltdnot reported in the loaded dataset2023
Northeast Kingdom Mental Health Services, Inc. Welfare Benefit PlanNortheast Kingdom Human Services, Inc.not reported in the loaded dataset2023
Poulin Grain, Inc. Employee Benefit PlanPoulin Grain, Inc.not reported in the loaded dataset2023
Northeast Kingdom Community Action, Inc. Welfare Benefits PlanNortheast Kingdom Community Action, Inc.not reported in the loaded dataset2023
Community National Bank Employee Benefit PlanCommunity National Banknot reported in the loaded dataset2023

Related Form 5500 pages