What public Form 5500 filings show about the The University of Vermont Health Network 403(b)) Retirement Savings Plan 401(k) plan — and how to find and check your own account.
The University of Vermont Health Network 403(b)) Retirement Savings Plan (EIN 03-0219309) reports THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN on its most recent Form 5500, with $2.2B in plan assets across 13,241 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full The University of Vermont Health Network 403(b)) Retirement Savings Plan filing — schedules, fees, and providers.
The University of Vermont Health Network 403(b)) Retirement Savings Plan’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask The University of Vermont Health Network 403(b)) Retirement Savings PlanHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VARIABLE ANNUITY LIFE INSURANCE, CAPFINANCIAL PARTNERS, MCSOLEY MCCOY & CO, STRATEGIC ADVISERS, FID INV INST OPS CO.
