2023 Form 5500 filing — Brattleboro Mutual Aid Association Retirement 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 20241015102600NAL0028055489003) for Brattleboro Mutual Aid Association Retirement Plan, reported by Brattleboro Mutual Aid Association, Inc. under EIN 03-0179415 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102600NAL0028055489003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brattleboro Mutual Aid Association, Inc.
- EIN
- 03-0179415
- Plan number
- 001
- Location
- Brattleboro, VT
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $627,803
- Net assets (EOY)
- $627,803
- Employer contributions
- $27,246
- Participant contributions
- $23,499
- Total income / additions
- $107,662
- Benefits paid
- $196,489
- Total expenses
- $196,489
- Net increase / (decrease)
- -$88,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Third Party Administrators Inc. | CONTRACT ADMIN | $3,764 | $0 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $1,959 | $0 |