2023 Form 5500 filing — Central Vermont Medical Center Employees Pension 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 20241014053926NAL0014567843001) for Central Vermont Medical Center Employees Pension Plan, reported by Central Vermont Medical Center under EIN 82-4063645 and plan number 001. It reports 1,429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014053926NAL0014567843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Vermont Medical Center
- EIN
- 82-4063645
- Plan number
- 001
- Location
- Berlin, VT
- Participants
- 1,429
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,336,256
- Total liabilities (EOY)
- $189,327
- Net assets (EOY)
- $98,146,929
- Total income / additions
- $9,520,230
- Benefits paid
- $34,891,134
- Administrative expenses
- $1,346,590
- Total expenses
- $36,237,724
- Net increase / (decrease)
- -$26,717,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | INVESTMENT ADVISOR | $827,202 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $192,500 | $0 |
| Ryan Labs Asset Management | INVESTMENT MANAGEMENT | $160,285 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $58,281 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |