Plan5500

Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat — Form 5500 plan (Brattleboro Retreat)

Plain-English plan 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, Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat is a benefit plan reported by Brattleboro Retreat under EIN 03-0107360 and plan number 002. The latest loaded filing year is 2023. The filing reports 838 participants and $38,265,256 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$38.3MPlan net assets, end of year$38,265,256
Participants838Covered participants reported
Assets / participant$45.7KComputed: assets ÷ participants$45,663 (computed)
Provider compensation$144.6K3 Schedule C provider row(s)$144,561
Plan sponsor
Brattleboro Retreat
EIN
03-0107360
Plan number
002
Plan type
2
Location
Brattleboro, VT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    838 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$38.3M total assets
Net assets$38.3MLiabilities$0
Money in vs. money out
Total income / additions$8M
Total expenses$4.4M
Benefits paid / distributions$4.2M
Contributions
Employer$462.4K
Participant$1.9M
Full reported line items

Net assets

Total assets (EOY)
$38,265,256
Total liabilities (EOY)
$0
Net assets (EOY)
$38,265,256
Net assets (BOY)
$34,677,884

Income & contributions

Employer contributions
$462,416
Participant contributions
$1,864,396
Total contributions
$2,499,443
Total income / additions
$7,958,194

Expenses & distributions

Benefits paid
$4,184,587
Administrative expenses
$144,557
Total expenses
$4,370,822
Net increase / (decrease)
$3,587,372
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 20%Participant 80%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Lincoln National Corporation$94.2K
    SERVICE PROVIDER · Direct $94.2K · Indirect $0
  2. 2
    Trg Investment Advisors, LLC$34.4K
    SERVICE PROVIDER · Direct $34.4K
  3. 3
    Berry Dunn Mcneil & Parker LLC$16K
    AUDITOR · Direct $16K

What to inspect next

Frequently asked questions

Who sponsors the Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat?
Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat is reported as sponsored by Brattleboro Retreat (EIN 03-0107360, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat?
The latest Form 5500 filing year loaded for Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat is 2023.
How many participants does Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat report?
Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat reports 838 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat?
Tax Sheltered Annuity Savings Plan For Employees Of Brattleboro Retreat reports $38,265,256 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages