2023 Form 5500 filing — Vermont Energy Investment Corp. Tax Deferred Annuity 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 20241001113445NAL0003939843001) for Vermont Energy Investment Corp. Tax Deferred Annuity Plan, reported by Vermont Energy Investment Corporation under EIN 03-0304418 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001113445NAL0003939843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vermont Energy Investment Corporation
- EIN
- 03-0304418
- Plan number
- 001
- Location
- Winooski, VT
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,291,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,291,288
- Employer contributions
- $1,158,554
- Participant contributions
- $3,234,097
- Total income / additions
- $13,337,162
- Benefits paid
- $3,386,730
- Administrative expenses
- $117,205
- Total expenses
- $3,503,935
- Net increase / (decrease)
- $9,833,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $75,393 | $0 |
| Morgan Stanley Global | NONE | $41,812 | not reported in the loaded dataset |