Southwestern Vermont Health Care — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Southwestern Vermont Health Care (EIN 03-0179435) is a plan sponsor located in Bennington, VT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
03-0179435
Location
Bennington, VT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$70,942,642
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$70,942,642

Contributions & income

Employer contributions
$1,813,342
Participant contributions
$4,151,184
Total income / additions
$16,438,751

Expenses & distributions

Benefits paid / distributions
$6,041,312
Total expenses
$6,179,858
Net increase / (decrease)
$10,258,893

Coverage

Total reported participants
2,418
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Southwestern Vermont Health Care plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Southwestern Vermont Health Care 403(B) Retirement Savings Plan0021,504$70,942,6422023
Southwestern Vermont Health Care Health And Welfare Benefit Plan502914not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Southwestern Vermont Health Care
YearPlanParticipantsSchedulesFiling
2023Southwestern Vermont Health Care Health And Welfare Benefit Plan91420240528082240NAL0010569697001
2023Southwestern Vermont Health Care 403(B) Retirement Savings Plan1,504H, C20241008160222NAL0035316802001

Related Form 5500 pages