2023 Form 5500 filing — Brattleboro Memorial Hospital 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 20241014105725NAL0014802755001) for Brattleboro Memorial Hospital 403(B) Plan, reported by Brattleboro Memorial Hospital under EIN 03-0107300 and plan number 003. It reports 810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105725NAL0014802755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brattleboro Memorial Hospital
- EIN
- 03-0107300
- Plan number
- 003
- Location
- Brattleboro, VT
- Participants
- 810
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,226,735
- Total liabilities (EOY)
- $24,796
- Net assets (EOY)
- $37,201,939
- Employer contributions
- $3,007,522
- Participant contributions
- $2,680,096
- Total income / additions
- $11,288,049
- Benefits paid
- $1,899,341
- Administrative expenses
- $61,620
- Total expenses
- $1,991,982
- Net increase / (decrease)
- $9,296,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $61,620 | $0 |
| Future Planning Associates, Inc. | SERVICE PROVIDER | $5,792 | not reported in the loaded dataset |
| Trg Retirement Plan Consultants | SERVICE PROVIDER | $2,893 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $1,451 | not reported in the loaded dataset |