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, University Of Vermont Foundation 403(B) Plan is a benefit plan reported by University Of Vermont And State Agricultural College Foundation, Inc. under EIN 45-1556038 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $16,179,650 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,179,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,179,650
- Net assets (BOY)
- $13,842,541
Income & contributions
- Employer contributions
- $773,375
- Participant contributions
- $610,524
- Total contributions
- $1,541,370
- Total income / additions
- $3,553,148
Expenses & distributions
- Benefits paid
- $1,215,914
- Administrative expenses
- $125
- Total expenses
- $1,216,039
- Net increase / (decrease)
- $2,337,109