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SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 002

SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SOUTHWESTERN VERMONT HEALTH CARE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWESTERN VERMONT HEALTH CARE CORPORATION
Employer identification number (EIN):030179435
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SOUTHWESTERN VERMONT HEALTH CARE CORPORATION

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1912-12-12
Company Identification Number: 42821
Legal Registered Office Address: 100 HOSPITAL DRIVE EAST

BENNINGTON
United States of America (USA)
05201

More information about SOUTHWESTERN VERMONT HEALTH CARE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01POLLY CIPPERLY POLLY CIPPERLY2018-08-23
0022016-01-01POLLY CIPPERLY POLLY CIPPERLY2017-10-16
0022015-01-01POLLY CIPPERLY POLLY CIPPERLY2016-10-07
0022014-01-01POLLY CIPPERLY POLLY CIPPERLY2015-07-30
0022013-01-01POLLY CIPPERLY POLLY CIPPERLY2014-10-10
0022012-01-01RUDOLPH WEAVER
0022011-01-01DIANNE PROBOLA
0022010-01-01DIANNE PROBOLA

Plan Statistics for SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,523
Total number of active participants reported on line 7a of the Form 55002022-01-011,232
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01254
Total of all active and inactive participants2022-01-011,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,488
Number of participants with account balances2022-01-011,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,603
Total number of active participants reported on line 7a of the Form 55002021-01-011,226
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01268
Total of all active and inactive participants2021-01-011,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,497
Number of participants with account balances2021-01-011,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,724
Total number of active participants reported on line 7a of the Form 55002020-01-011,343
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01246
Total of all active and inactive participants2020-01-011,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,590
Number of participants with account balances2020-01-011,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,672
Total number of active participants reported on line 7a of the Form 55002019-01-011,395
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01332
Total of all active and inactive participants2019-01-011,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,732
Number of participants with account balances2019-01-011,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,455
Total number of active participants reported on line 7a of the Form 55002018-01-011,401
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01271
Total of all active and inactive participants2018-01-011,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,672
Number of participants with account balances2018-01-011,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,364
Total number of active participants reported on line 7a of the Form 55002017-01-011,213
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01240
Total of all active and inactive participants2017-01-011,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,453
Number of participants with account balances2017-01-011,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,363
Total number of active participants reported on line 7a of the Form 55002016-01-011,145
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01217
Total of all active and inactive participants2016-01-011,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,364
Number of participants with account balances2016-01-011,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,312
Total number of active participants reported on line 7a of the Form 55002015-01-011,154
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01203
Total of all active and inactive participants2015-01-011,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,363
Number of participants with account balances2015-01-011,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,301
Total number of active participants reported on line 7a of the Form 55002014-01-011,142
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01169
Total of all active and inactive participants2014-01-011,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,312
Number of participants with account balances2014-01-011,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,346
Total number of active participants reported on line 7a of the Form 55002013-01-011,162
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01139
Total of all active and inactive participants2013-01-011,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,301
Number of participants with account balances2013-01-01953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,319
Total number of active participants reported on line 7a of the Form 55002012-01-011,247
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0199
Total of all active and inactive participants2012-01-011,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,346
Number of participants with account balances2012-01-01847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,294
Total number of active participants reported on line 7a of the Form 55002011-01-011,280
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-011,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,326
Number of participants with account balances2011-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,295
Total number of active participants reported on line 7a of the Form 55002010-01-011,274
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-011,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,297
Number of participants with account balances2010-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,666,218
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,846,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,704,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,445,565
Value of total assets at end of year2022-12-31$60,683,749
Value of total assets at beginning of year2022-12-31$69,196,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$142,278
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,240,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,240,851
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,030,994
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$358,524
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,278
Other income not declared elsewhere2022-12-31$13,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,512,588
Value of net assets at end of year (total assets less liabilities)2022-12-31$60,683,749
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$69,196,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$60,683,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$69,196,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,366,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,056,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,702,814
Contract administrator fees2022-12-31$142,278
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$19,898,021
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,402,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,225,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,657,898
Value of total assets at end of year2021-12-31$69,196,337
Value of total assets at beginning of year2021-12-31$56,700,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$176,377
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$959,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$959,900
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,710,537
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,930,069
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,368
Other income not declared elsewhere2021-12-31$5,886
Administrative expenses (other) incurred2021-12-31$86,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,495,755
Value of net assets at end of year (total assets less liabilities)2021-12-31$69,196,337
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,700,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$69,196,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$56,700,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,274,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,017,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,224,521
Contract administrator fees2021-12-31$90,322
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON, LLP
Accountancy firm EIN2021-12-31366055558
2020 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,001,151
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,802,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,669,923
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,640,842
Value of total assets at end of year2020-12-31$56,700,582
Value of total assets at beginning of year2020-12-31$47,502,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$132,785
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$805,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$805,547
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$3,435,455
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$194,252
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$6,423
Administrative expenses (other) incurred2020-12-31$132,785
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$9,198,443
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,700,582
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,502,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$56,700,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$47,502,139
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,548,339
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,011,135
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,669,923
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,396,860
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,603,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,489,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,214,499
Value of total assets at end of year2019-12-31$47,502,139
Value of total assets at beginning of year2019-12-31$36,708,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$113,782
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$983,810
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$983,810
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,274,510
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$56,318
Other income not declared elsewhere2019-12-31$1,339
Administrative expenses (other) incurred2019-12-31$113,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,793,683
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,502,139
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,708,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$47,502,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$36,708,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,197,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,883,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,489,395
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,781,574
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,820,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,685,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,980,656
Value of total assets at end of year2018-12-31$36,708,456
Value of total assets at beginning of year2018-12-31$36,747,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$134,642
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$800,553
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$800,553
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,239,345
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,836
Other income not declared elsewhere2018-12-31$2,011
Administrative expenses (other) incurred2018-12-31$134,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-38,969
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,708,456
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,747,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$36,708,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,747,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,001,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,711,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,685,901
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,556,894
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,031,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,905,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,348,533
Value of total assets at end of year2017-12-31$36,747,425
Value of total assets at beginning of year2017-12-31$28,221,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$125,773
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$631,934
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$631,934
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,898,532
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$809,377
Other income not declared elsewhere2017-12-31$2,378
Administrative expenses (other) incurred2017-12-31$125,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,525,837
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,747,425
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,221,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,747,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,221,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,574,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,640,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,905,284
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLC
Accountancy firm EIN2017-12-31440160260
2016 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,974,756
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,779,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,684,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,657,174
Value of total assets at end of year2016-12-31$28,221,588
Value of total assets at beginning of year2016-12-31$23,025,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$94,915
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$587,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$587,543
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,671,885
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$535,981
Other income not declared elsewhere2016-12-31$2,892
Administrative expenses (other) incurred2016-12-31$94,915
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,195,672
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,221,588
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,025,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,221,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,025,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,727,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,449,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,684,169
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLC
Accountancy firm EIN2016-12-31440160260
2015 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,721,572
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,357,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,277,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,021,494
Value of total assets at end of year2015-12-31$23,025,916
Value of total assets at beginning of year2015-12-31$20,661,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$79,900
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$278,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$278,613
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,568,260
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$50,476
Other income not declared elsewhere2015-12-31$267
Administrative expenses (other) incurred2015-12-31$79,900
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,364,007
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,025,916
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,661,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,025,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,661,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-578,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,402,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,277,665
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,030,315
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,339,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,294,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,998,199
Value of total assets at end of year2014-12-31$20,661,909
Value of total assets at beginning of year2014-12-31$17,970,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$44,813
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$881,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$881,916
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,335,886
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$359,340
Other income not declared elsewhere2014-12-31$1,071
Administrative expenses (other) incurred2014-12-31$44,813
Total non interest bearing cash at end of year2014-12-31$909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,691,300
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,661,909
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,970,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,661,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,970,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$149,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,302,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,294,202
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLC
Accountancy firm EIN2014-12-31440160260
2013 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$52,255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,994,844
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,161,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,115,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,643,568
Value of total assets at end of year2013-12-31$17,970,609
Value of total assets at beginning of year2013-12-31$14,084,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$45,894
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$763,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$763,817
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,290,756
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$102,652
Other income not declared elsewhere2013-12-31$98
Administrative expenses (other) incurred2013-12-31$45,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,833,461
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,970,609
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,084,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,970,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,084,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,587,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,250,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,115,489
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLC
Accountancy firm EIN2013-12-31440160260
2012 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$134,412
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,954,777
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,916,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,862,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,458,930
Value of total assets at end of year2012-12-31$14,084,893
Value of total assets at beginning of year2012-12-31$10,912,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$53,517
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$53,517
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,754,252
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$218,354
Other income not declared elsewhere2012-12-31$1,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,038,385
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,084,893
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,912,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,084,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,187,986
Value of interest in common/collective trusts at beginning of year2012-12-31$7,724,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,494,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,486,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,862,875
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLC
Accountancy firm EIN2012-12-31440160260
2011 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$45,161
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,074,422
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$269,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$234,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,199,080
Value of total assets at end of year2011-12-31$10,912,096
Value of total assets at beginning of year2011-12-31$7,062,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,070
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$35,070
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,759,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,804,449
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,912,096
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,062,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,187,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,080,207
Value of interest in common/collective trusts at end of year2011-12-31$7,724,110
Value of interest in common/collective trusts at beginning of year2011-12-31$4,908,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$74,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$74,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-136,336
Net investment gain or loss from common/collective trusts2011-12-31$11,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,439,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$234,903
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$2,160,783
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,010,363
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$108,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$88,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,301,723
Value of total assets at end of year2010-12-31$7,062,486
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,355
Total interest from all sources2010-12-31$211
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$20,355
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,687,107
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$252,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,901,703
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,062,486
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,080,207
Value of interest in common/collective trusts at end of year2010-12-31$4,908,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$74,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$235,765
Net investment gain or loss from common/collective trusts2010-12-31$472,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,361,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$88,305
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN

2022: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHWESTERN VERMONT HEALTH CARE 403(B) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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