Plan Ledger DOL Form 5500 · updated monthly

The University of Vermont Health Network - Home Health & Hospice Inc.Profit-sharing plan

THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. DEFINED CONTRIBUTION PLAN · COLCHESTER, VT · plan year 2022

Reported admin expense ratio · 2022
0.86%

The University of Vermont Health Network - Home Health & Hospice Inc. reported $31,763 in plan administrative expenses for 2022: 0.86% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.86% to 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Vermont (197th of 230), and 9,044th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,299,378
Participants with balances7
Active participants1
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$471,340
Benefits paid to participants$166,777
Plan auditUnmodified (clean) audit opinion
AuditorMCSOLEY, MCCOY & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$24K · 8 accts
2022$3.3M · 7 accts
Administrative expenses, itemized · 2022
Investment management$51
Total administrative$31,763
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$7,521 · 0.45%
2022$31,763 · 0.86%
All plans at this employer2
THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN403(b)
THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. DEFINED CONTRIBUTION PLANProfit-sharing plan
Similar plansHealth Care & Social Assistance · Vermont
Lund Family Center, Inc. VT$2.7M · 1.01%
Mayo Healthcare, Inc. VT$2.4M · 1.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030179603 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.