Vermont Energy Investment Corp. Tax Deferred Annuity Plan — Form 5500 plan (Vermont Energy Investment Corporation)
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, Vermont Energy Investment Corp. Tax Deferred Annuity Plan is a benefit plan reported by Vermont Energy Investment Corporation under EIN 03-0304418 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $54,291,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vermont Energy Investment Corporation
- EIN
- 03-0304418
- Plan number
- 001
- Plan type
- 2
- Location
- Winooski, VT
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $54,291,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20241001113445NAL0003939843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,291,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,291,288
- Net assets (BOY)
- $44,458,061
Income & contributions
- Employer contributions
- $1,158,554
- Participant contributions
- $3,234,097
- Total contributions
- $4,934,302
- Total income / additions
- $13,337,162
Expenses & distributions
- Benefits paid
- $3,386,730
- Administrative expenses
- $117,205
- Total expenses
- $3,503,935
- Net increase / (decrease)
- $9,833,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | NONE | $75,393 | $0 | 2023 |
| Morgan Stanley Global | NONE | $41,812 | not reported in the loaded dataset | 2023 |