Putney, 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, Putney, VT has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $64,118,252 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$64,118,252
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$64,118,252

Contributions & income

Employer contributions
$1,354,338
Participant contributions
$1,115,125
Total income / additions
$10,823,859

Expenses & distributions

Benefits paid / distributions
$4,058,990
Total expenses
$4,105,044
Net increase / (decrease)
$6,718,815

Coverage

Total reported participants
974
Plans with financial statements
4
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Putney, 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 Putney, VT
PlanSponsorReported assets (EOY)Year
Landmark College Retirement PlanLandmark College, Inc.$40,228,6902023
The Putney School 403-B PlanThe Putney School$19,725,6602023
The Grammar School, Inc. 403(B) PlanThe Grammar School, Inc.$3,808,4802023
Five Maples Investment Corporation 401(K) PlanFive Maples Investment Corporation$355,4222023
Landmark College First Amended And Restated Consolidated Welfare Benefits PlanLandmark Collegenot reported in the loaded dataset2023

Related Form 5500 pages