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Filings through Oct 24, 2026.

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Brattleboro Retreat

EIN 03-0107360-mental health care-Latest filing 2025
Plans
2
Retirement
1
$47.8M assets
Health & Benefits
1
$1.7M premiums
Participants
1,392
ANNA MARSH LANE, PO BOX 803 - BRATTLEBORO, VT 053020803802-258-3757brattlebororetreat.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filings
#002403(b)-$47.8M - 1,004 part#502Mixed-$1.7M - 468 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.7M premiums / 468 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Life$546K
  • Short-term disability$546K
  • Long-term disability$546K
  • Vision$71K
Total $1.7M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

BRATTLEBORO RETREAT 403(B) RETIREMENT SAVINGS PLAN

403(b)

Assets$47.8M
Participants1,004
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

BRATTLEBORO RETREAT HEALTH & WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives468
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002BRATTLEBORO RETREAT 403(B) RETIREMENT SAVINGS PLAN403(b)$47.8M1,0042025
  • BRATTLEBORO RETREAT 403(B) RETIREMENT SAVINGS PLAN$47.8M
    #002 · 403(b) · 20251,004

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502BRATTLEBORO RETREAT HEALTH & WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$1.7M4682025
  • BRATTLEBORO RETREAT HEALTH & WELFARE BENEFIT PLAN$1.7M
    #502 · Mixed · RELIASTAR LIFE INSURANCE COMPANY · 2025468
Retirement plans
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