The University Of Vermont Medical Center 403(B) Plan — Form 5500 plan (The University Of Vermont Medical Center)
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, The University Of Vermont Medical Center 403(B) Plan is a benefit plan reported by The University Of Vermont Medical Center under EIN 03-0219309 and plan number 006. The latest loaded filing year is 2023. The filing reports 16,501 participants and $1,965,024,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The University Of Vermont Medical Center
- EIN
- 03-0219309
- Plan number
- 006
- Plan type
- 2
- Location
- Burlington, VT
- Latest filing year
- 2023
- Participants
- 16,501
- End-of-year plan assets
- $1,965,024,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,501 | H, C | 20241015062704NAL0028878769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,965,024,862
- Total liabilities (EOY)
- $71,368
- Net assets (EOY)
- $1,964,953,494
- Net assets (BOY)
- $1,648,944,074
Income & contributions
- Employer contributions
- $60,974,541
- Participant contributions
- $80,182,922
- Total contributions
- $155,867,071
- Total income / additions
- $448,832,458
Expenses & distributions
- Benefits paid
- $130,695,549
- Administrative expenses
- $1,821,269
- Total expenses
- $132,823,038
- Net increase / (decrease)
- $316,009,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $1,302,642 | $0 | 2023 |
| Strategic Advisers | INVESTMENT ADVISORY | $318,887 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISORY | $93,015 | not reported in the loaded dataset | 2023 |
| Mcsoley Mccoy & Co | AUDITOR / INV ADV | $62,500 | not reported in the loaded dataset | 2023 |
| Variable Annuity Life Insurance | OTHER | $22,812 | not reported in the loaded dataset | 2023 |
| Villanti & Sons, Printers, Inc | OTHER | $20,393 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The University Of Vermont Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Burlington, VT
- Fid Inv Inst Ops Co — Schedule C compensation
- Strategic Advisers — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Mcsoley Mccoy & Co — Schedule C compensation
- Variable Annuity Life Insurance — Schedule C compensation
- Villanti & Sons, Printers, Inc — Schedule C compensation