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Original filing (PDF)20251014142728NAL0001501555001
CENTRAL VERMONT MEDICAL CENTER
Form 5500
FILING_RECEIVED
CENTRAL VERMONT MEDICAL CENTER EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 1
6 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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 CENTRAL VERMONT MEDICAL CENTER.
Plan sponsor
Name
CENTRAL VERMONT MEDICAL CENTER
EIN
82-4063645
Address
130 FISHER ROAD · BERLIN, VT · 05602
Phone
(802) 371-4192
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
MCSOLEY MCCOY & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $200K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 13-2695427 | — | INVESTMENT ADVISOR | $393K | — |
| ALIRT INSURANCE RESEARCH | — | WINDSOR, CT | CONSULTANT | $7K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $80K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCSOLEY MCCOY & CO | 03-0327374 | — | AUDITOR | $25K | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NTGI COLTV GOVT STIF REGISTERED NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | $0 | — |