Original filing (PDF)20250529213415NAL0020173938001

THE UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FNDN., INC.

Name: THE UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FNDN., INC. — THE UNIVERSITY OF VERMONT FOUNDATION RHP, Form 5500 (2024)
Creator: THE UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FNDN., INC.

Form 5500-SF

FILING_RECEIVED

THE UNIVERSITY OF VERMONT FOUNDATION RHP

Health & welfare plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 55% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FNDN., INC..

Plan sponsor

Name

THE UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FNDN., INC.

DBA