Plan5500

2023 Form 5500 filing — The University Of Vermont Medical Center 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 20241015062704NAL0028878769001) for The University Of Vermont Medical Center 403(B) Plan, reported by The University Of Vermont Medical Center under EIN 03-0219309 and plan number 006. It reports 16,501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015062704NAL0028878769001
Filing year
2023
Form type
2
Plan sponsor
The University Of Vermont Medical Center
EIN
03-0219309
Plan number
006
Location
Burlington, VT
Participants
16,501
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,965,024,862
Total liabilities (EOY)
$71,368
Net assets (EOY)
$1,964,953,494
Employer contributions
$60,974,541
Participant contributions
$80,182,922
Total income / additions
$448,832,458
Benefits paid
$130,695,549
Administrative expenses
$1,821,269
Total expenses
$132,823,038
Net increase / (decrease)
$316,009,420
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fid Inv Inst Ops CoNONE$1,302,642$0
Strategic AdvisersINVESTMENT ADVISORY$318,887not reported in the loaded dataset
Capfinancial Partners, LLCINVESTMENT ADVISORY$93,015not reported in the loaded dataset
Mcsoley Mccoy & CoAUDITOR / INV ADV$62,500not reported in the loaded dataset
Variable Annuity Life InsuranceOTHER$22,812not reported in the loaded dataset
Villanti & Sons, Printers, IncOTHER$20,393not reported in the loaded dataset

Related Form 5500 pages