Form 5500 · Retirement plan · SPRINGFIELD, VT
SOUTHERN VERMONT AREA HEALTH EDUCATION CENTER
The filing calls this plan 403 B EMPLOYER RETIREMENT PLAN.
SOUTHERN VERMONT AREA HEALTH EDUCATION CENTER of SPRINGFIELD, VT files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by COREBRIDGE FINANCIAL. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0361093 · plan 001 · plan year 2024, filed Apr 7, 2025
Plan brief
Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with COREBRIDGE FINANCIAL.
The contracts held $89,815 at the end of the plan year, as reported on Schedule A.
$476 in agent commissions is disclosed across the contracts; CHRISTINA APGAR is the agent of record.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in August.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| COREBRIDGE FINANCIAL | Annuity / GIC | 15 | August | $89,815 | $476 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule I
We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.
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