Central Vermont Medical Center Employees Pension Plan — Form 5500 plan (Central 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, Central Vermont Medical Center Employees Pension Plan is a benefit plan reported by Central Vermont Medical Center under EIN 82-4063645 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,429 participants and $98,336,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Vermont Medical Center
- EIN
- 82-4063645
- Plan number
- 001
- Plan type
- 2
- Location
- Berlin, VT
- Latest filing year
- 2023
- Participants
- 1,429
- End-of-year plan assets
- $98,336,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,429 | H, C | 20241014053926NAL0014567843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,336,256
- Total liabilities (EOY)
- $189,327
- Net assets (EOY)
- $98,146,929
- Net assets (BOY)
- $124,712,932
Income & contributions
- Total income / additions
- $9,520,230
Expenses & distributions
- Benefits paid
- $34,891,134
- Administrative expenses
- $1,346,590
- Total expenses
- $36,237,724
- Net increase / (decrease)
- -$26,717,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | INVESTMENT ADVISOR | $827,202 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $192,500 | $0 | 2023 |
| Ryan Labs Asset Management | INVESTMENT MANAGEMENT | $160,285 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | TRUSTEE | $58,281 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Vermont Medical Center
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Berlin, VT
- Willis Towers Watson Us LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Ryan Labs Asset Management — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- National Financial Services — Schedule C compensation