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, Southwestern Vermont Health Care 403(B) Retirement Savings Plan is a benefit plan reported by Southwestern Vermont Health Care under EIN 03-0179435 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,504 participants and $70,942,642 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,942,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,942,642
- Net assets (BOY)
- $60,683,749
Income & contributions
- Employer contributions
- $1,813,342
- Participant contributions
- $4,151,184
- Total contributions
- $6,348,931
- Total income / additions
- $16,438,751
Expenses & distributions
- Benefits paid
- $6,041,312
- Administrative expenses
- $138,546
- Total expenses
- $6,179,858
- Net increase / (decrease)
- $10,258,893