2023 Form 5500 filing — Northern Counties Health Care 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 20241218115521NAL0002080947001) for Northern Counties Health Care Retirement Plan, reported by Northern Counties Health Care, Inc. under EIN 51-0199559 and plan number 001. It reports 720 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$22.6MReported net assets$22,638,338
Participants720
Provider compensation$79.7K2 Schedule C row(s)$79,676
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241218115521NAL0002080947001
- Plan sponsor
- Northern Counties Health Care, Inc.
- EIN
- 51-0199559
- Plan number
- 001
- Location
- St Johnsbury, VT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$22.6M total assets
Net assets$22.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $22,638,338
- Net assets (EOY)
- $22,638,338
- Employer contributions
- $629,687
- Participant contributions
- $1,211,561
- Total income / additions
- $4,858,387
- Benefits paid
- $2,506,030
- Administrative expenses
- $79,676
- Total expenses
- $2,594,890
- Net increase / (decrease)
- $2,263,497
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $74,067 | $0 |
| Variable Annuity Life Insurance Co. | NONE | $5,609 | $0 |