2023 Form 5500 filing — University Of Vermont Foundation 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725150733NAL0024484496001) for University Of Vermont Foundation 403(B) Plan, reported by University Of Vermont And State Agricultural College Foundation, Inc. under EIN 45-1556038 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725150733NAL0024484496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of Vermont And State Agricultural College Foundation, Inc.
- EIN
- 45-1556038
- Plan number
- 001
- Location
- Burlington, VT
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,179,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,179,650
- Employer contributions
- $773,375
- Participant contributions
- $610,524
- Total income / additions
- $3,553,148
- Benefits paid
- $1,215,914
- Administrative expenses
- $125
- Total expenses
- $1,216,039
- Net increase / (decrease)
- $2,337,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | INV.MGMT | $125 | $0 |