Northern Counties Health Care Retirement Plan — Form 5500 plan (Northern Counties 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, Northern Counties Health Care Retirement Plan is a benefit plan reported by Northern Counties Health Care, Inc. under EIN 51-0199559 and plan number 001. The latest loaded filing year is 2023. The filing reports 720 participants and $22,638,338 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$22.6MPlan net assets, end of year$22,638,338
Participants720Covered participants reported
Assets / participant$31.4KComputed: assets ÷ participants$31,442 (computed)
Provider compensation$79.7K2 Schedule C provider row(s)$79,676
- Plan sponsor
- Northern Counties Health Care, Inc.
- EIN
- 51-0199559
- Plan number
- 001
- Plan type
- 2
- Location
- St Johnsbury, VT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 720 | H, C | 20241218115521NAL0002080947001 |
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)$22.6M total assets
Net assets$22.6MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $22,638,338
- Net assets (EOY)
- $22,638,338
- Net assets (BOY)
- $20,374,841
Income & contributions
- Employer contributions
- $629,687
- Participant contributions
- $1,211,561
- Total contributions
- $1,848,570
- Total income / additions
- $4,858,387
Expenses & distributions
- Benefits paid
- $2,506,030
- Administrative expenses
- $79,676
- Total expenses
- $2,594,890
- Net increase / (decrease)
- $2,263,497
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.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic Retirement Services Company | NONE | $74,067 | $0 | 2023 |
| Variable Annuity Life Insurance Co. | NONE | $5,609 | $0 | 2023 |