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Original filing (PDF)20240731151846NAL0022541921001

VHV COMPANY

Form 5500
FILING_RECEIVED
VHV COMPANY BENEFIT PLAN
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed6 service providers
Active participants
164
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VHV COMPANY.
Plan sponsor
Name
VHV COMPANY
DBA
VHV COMPANY
EIN
03-0190150
Address
16 TIGAN ST · WINOOSKI, VT · 054041326
Phone
(802) 861-6164
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-31
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

6 rows
Other
6
NameEINLocationRelationDirect compIndirect comp
ULTRABENEFITS04-3525752WORCESTER, MABENEFIT ADMINISTRATOR$42K
CROSS BENEFITS SOLUTIONS01-0508976PORTLAND, MEPRODUCER$19K
NFP CORPORATE SERVICES NY LLC20-1941665NEW YORK, NYPRODUCER$19K
VOLTAIRE HEALTH81-0806231PLANO, TXPPO NETWORK$19K
MULTIPLAN13-3068979DEPERE, WIPPO NETWORK$10K
AMERICAN HEALTH HOLDINGS31-1368946NEW ALBANY, OHUR/CASE MANAGEMENT$6K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.