Central Vermont Home Health And Hospice Employee Retirement Plan — Form 5500 plan (Central Vermont Home Health And Hospice, Inc.)
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, Central Vermont Home Health And Hospice Employee Retirement Plan is a benefit plan reported by Central Vermont Home Health And Hospice, Inc. under EIN 03-0186089 and plan number 002. The latest loaded filing year is 2023. The filing reports 245 participants and $5,647,102 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Vermont Home Health And Hospice, Inc.
- EIN
- 03-0186089
- Plan number
- 002
- Plan type
- 2
- Location
- Barre, VT
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $5,647,102
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241012070247NAL0024285713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,647,102
- Net assets (EOY)
- $5,647,102
- Net assets (BOY)
- $4,930,776
Income & contributions
- Employer contributions
- $288,144
- Participant contributions
- $398,679
- Total contributions
- $773,770
- Total income / additions
- $1,587,032
Expenses & distributions
- Benefits paid
- $814,594
- Administrative expenses
- $55,473
- Total expenses
- $870,706
- Net increase / (decrease)
- $716,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVESTMENT COMPANY | $22,454 | $2,646 | 2023 |
| Plan Integrity Partners, LLC | THIRD PARTY ADMINISTRATO | $14,228 | $1,113 | 2023 |
| Hanlon Investment Comp | MONEY MANAGER | $5,477 | $2,967 | 2023 |
| Lpl Financial | BROKER DEALER | $7,987 | not reported in the loaded dataset | 2023 |
| Equity Services, Inc. | BROKER DEALER | $0 | $7,858 | 2023 |
| Lpl Financial Sms Core | ADVISOR | $5,327 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Vermont Home Health And Hospice, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Barre, VT
- Nationwide — Schedule C compensation
- Plan Integrity Partners, LLC — Schedule C compensation
- Hanlon Investment Comp — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Equity Services, Inc. — Schedule C compensation
- Lpl Financial Sms Core — Schedule C compensation