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Sponsor portfolio

HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT

EIN 23-7017624-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$26.3M assets
Welfare
1
$396K premiums
Participants
1,210
390 RIVER STREET - SPRINGFIELD, VT 051562226802-886-4567LinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$26.3M - 695 part#501Mixed-$396K - 501 lives

Benefits portfolio analytics

1 plan / $396K premiums / 501 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$337K
  • Life$273K
  • Long-term disability$273K
  • Vision$59K
  • Short-term disability$45K
Total $396K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA80%
  • VISION SERVICE PLAN15%
  • INVEST EAP5%
Total $396K3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • THE RICHARDS GROUP48%
  • CALIBER BENEFITS GROUP19%
  • IMA, INC.16%
  • ENROLLMENT SOLUTIONS LTD9%
  • ASHLEY FOLLIS3%
  • +3 more
Total $37K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT

403b

Assets$26.3M
Participants695
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH CARE & REHABILITATION SERVICES HEALTH & WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$396K
Covered lives501
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT403b$26.3M6952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH CARE & REHABILITATION SERVICES HEALTH & WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$396K5012025
Retirement plans
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