University of Vermont Health Network 403b) Retirement Savings Plan 401(k) match, vesting and fees
What University of Vermont Health Network 403b) Retirement Savings Plan's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Mcsoley Mccoy & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| University of Vermont Health Network 403b) Retirement Savings Plan: employer contribution per participant | $4,193 | |
| Peer median | $2,155 |
| University of Vermont Health Network 403b) Retirement Savings Plan: average balance | $136,919 | |
| Peer median | $66,935 |
| University of Vermont Health Network 403b) Retirement Savings Plan: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.8B at the end of plan year 2021 to $2.2B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 17,083 | $2.2B | $68M | $4,193 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 16,391 | $2B | $61M | $3,853 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 16,501 | $1.6B | $52.3M | $3,321 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 13,040 | $1.8B | $48.9M | $3,946 | 0.09% | Not published | Form 5500 ↗ |
Other University of Vermont Health Network 403b) Retirement Savings Plan plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The University of Vermont Medical Center Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Mcsoley Mccoy & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does University of Vermont Health Network 403b) Retirement Savings Plan match 401(k) contributions?
The match terms for the The University of Vermont Medical Center 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $68M in employer contributions, about $4,193 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of Vermont Health Network 403b) Retirement Savings Plan 401(k) match vested?
The vesting schedule for the The University of Vermont Medical Center 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of Vermont Health Network 403b) Retirement Savings Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is The University of Vermont Health Network 403b) Retirement Savings Plan.
I left University of Vermont Health Network 403b) Retirement Savings Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The University of Vermont Health Network 403b) Retirement Savings Plan, (802) 847-0039) or the recordkeeper, Fid Inv Inst Ops Co. The University of Vermont Health Network 403b) Retirement Savings Plan old 401(k) page lists the contacts from every plan filing. Find an old University of Vermont Health Network 403b) Retirement Savings Plan 401(k)
Data from the public Form 5500 annual reports University of Vermont Health Network 403b) Retirement Savings Plan filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with University of Vermont Health Network 403b) Retirement Savings Plan. Not financial advice. Report a correction · Methodology