Plan Ledger DOL Form 5500 · updated monthly

Visiting Nurse Association and Hospice of Vermont and New Hampshire403(b)

VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN · WHITE RIVER JUNCTION, VT · plan year 2022

Reported admin expense ratio · 2022
0.18%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Visiting Nurse Association and Hospice of Vermont and New Hampshire reported $10,821 in plan administrative expenses for 2022: 0.18% of average plan assets, below the peer median. Employer contributions averaged $809 per active participant. 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.

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 (183rd of 230), and 7,739th of 11,911 in health care & social assistance. In 2022, employees put in $4.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,306,897
Participants with balances221
Active participants140
Employer contributions$113,288
Employee contributions$472,877
Employer contribution per active participant$809
Average account balance$24,013
Benefits paid to participants$1,229,432
Plan auditUnmodified (clean) audit opinion
AuditorTYLER, SIMMS & ST. SAUVER, CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $80K emplr
2022$5.3M · 221 accts · $113K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,821
Total administrative$10,821
Employer contributions to the Visiting Nurse Association and Hospice of Vermont and New Hampshire plan · 2022
Employer contribution per active participant$809
Median for plans this size$1,114

Visiting Nurse Association and Hospice of Vermont and New Hampshire's 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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
2023Not separately reported
2022$10,821 · 0.18%
Similar plansHealth Care & Social Assistance · Vermont
Clara Martin Center VT$7.0M · 0.25%
Lund Family Center, Inc. VT$2.7M · 1.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 036006494 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.