2023 Form 5500 filing — Brattleboro Memorial Hospital Money Purchase Pension Plan And Trust
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 20241014104705NAL0013155459001) for Brattleboro Memorial Hospital Money Purchase Pension Plan And Trust, reported by Brattleboro Memorial Hospital under EIN 03-0107300 and plan number 002. It reports 657 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104705NAL0013155459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brattleboro Memorial Hospital
- EIN
- 03-0107300
- Plan number
- 002
- Location
- Brattleboro, VT
- Participants
- 657
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,130,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,130,993
- Total income / additions
- $3,403,109
- Benefits paid
- $2,413,740
- Administrative expenses
- $53,011
- Total expenses
- $2,466,751
- Net increase / (decrease)
- $936,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $53,011 | $0 |
| Future Planning Associates | SERVICE PROVIDER | $9,739 | not reported in the loaded dataset |
| Trg Retirement Plan Consultants | SERVICE PROVIDER | $6,516 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $211 | not reported in the loaded dataset |