Gifford Health Care, Inc. 403(B) Retirement Plan — Form 5500 plan (Gifford Health Care, 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, Gifford Health Care, Inc. 403(B) Retirement Plan is a benefit plan reported by Gifford Health Care, Inc. under EIN 46-0938716 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,139 participants and $64,950,114 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$65MPlan net assets, end of year$64,950,114
Participants1.1KCovered participants reported1,139
Assets / participant$57KComputed: assets ÷ participants$57,024 (computed)
Provider compensation$81.6K2 Schedule C provider row(s)$81,614
- Plan sponsor
- Gifford Health Care, Inc.
- EIN
- 46-0938716
- Plan number
- 002
- Plan type
- 2
- Location
- Randolph, VT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,139 | H, C | 20241015092156NAL0027935265001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$65M total assets
Net assets$65MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $64,950,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,950,114
- Net assets (BOY)
- $53,783,645
Income & contributions
- Employer contributions
- $1,637,106
- Participant contributions
- $3,023,873
- Total contributions
- $5,545,931
- Total income / additions
- $15,222,898
Expenses & distributions
- Benefits paid
- $3,970,734
- Administrative expenses
- $82,178
- Total expenses
- $4,056,429
- Net increase / (decrease)
- $11,166,469
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| New England Retirement Consultants | NONE | $48,215 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $33,399 | $0 | 2023 |