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UPPER CONNECTICUT VALLEY HOSPITAL — TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF UPPER CONNECTICUT VALLEY HOSPITAL, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250804060211NAL0001035619001
UPPER CONNECTICUT VALLEY HOSPITAL
Form 5500-SF
FILING_RECEIVED
TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF UPPER CONNECTICUT VALLEY HOSPITAL
403(b) retirement plan
Active participants
12
Accounts w/ balance
37
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UPPER CONNECTICUT VALLEY HOSPITAL
.
Find decision makers
Plan sponsor
Name
UPPER CONNECTICUT VALLEY HOSPITAL
EIN
02-0276210
Address
181 CORLISS LANE · COLEBROOK, NH · 035763207
Phone
(603) 237-4971
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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