University of Vermont Health Network 403B) Retirement Savings Plan 401(k) and pension plans

The University of Vermont Health Network 403B) Retirement Savings Plan, Burlington, VT. EIN 03-0219309. Annual reports 2009–2024. Also filed as Fletcher Allen Health Care; The University of Vermont Medical Center.

The University of Vermont Health Network 403B) Retirement Savings Plan has one active retirement plan on file, the The University of Vermont Medical Center 403(b) Plan, with 17,083 participants and $2.2 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 1
Participants: 17,083
Plan assets: $2.2 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

The University of Vermont Medical Center 403(b) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 03-0219309
Participants (2024): 17,083
Net assets (2024): $2.2 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: The University of Vermont Health Network 403B) Retirement Savings Plan
111 Colchester Ave
Burlington, VT 05401
(802) 847-0039As filed for 2024
In effect since: July 1, 1996

Plans merged into this one: Central Vermont Medical Center Employees Retirement Plan (2022); The University of Vermont Health Network - Home Health & Hospice Inc. 403(b) Retirement Savings Plan (2022); Porter Medical Center 403(b) Retirement Savings Plan (2022).

Earlier sponsors: Fletcher Allen Health Care (2009–2013); The University of Vermont Medical Center (2014–2023).

Earlier plan names: Fletcher Allen Health Care 403B Plan; Fletcher Allen Health Care 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	17,083	$2.2 billion	Fidelity
2023	16,391	$2.0 billion	Fidelity
2022	16,501	$1.6 billion	Fidelity
2021	13,040	$1.8 billion	Fidelity
2020	12,420	$1.6 billion	Fidelity
2019	95,385	$1.3 billion	Fidelity
2018	13,069	$1.1 billion	Fidelity
2017	12,524	$1.2 billion	Fidelity
2016	11,601	$986 million	Fidelity
2015	11,290	$900 million	Fidelity
2014	11,312	$868 million	Fidelity
2013	9,156	$797 million	Fidelity
2012	9,173	$652 million	Fidelity
2011	8,715	$560 million	Fidelity
2010	8,567	$538 million	Fidelity
2009	6,286	$465 million	Fidelity

The University of Vermont Medical Center Pension Plan

Pension (defined benefit)Closed

Closed. The plan filed its final annual report for 2021, which means its assets were paid out or moved and it no longer exists.

Plan number: 002Employer EIN 03-0219309
Participants (2020): 1,133
Net assets (2020): $110 million
Last listed administrator: Berwyn Group2012
Plan administrator: The University of Vermont Medical Center
111 Colchester Avenue
Burlington, VT 05401
(802) 847-5969As filed for 2021
In effect since: October 1, 1985

Earlier sponsor: Fletcher Allen Health Care (2009–2013).

Earlier plan names: Fletcher Allen Health Care Pension Plan.

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	not listed
2020	1,133	$110 million	not listed
2019	1,182	$104 million	not listed
2018	1,217	$94.9 million	not listed
2017	1,253	$107 million	not listed
2016	2,127	$144 million	not listed
2015	2,446	$152 million	not listed
2014	2,459	$152 million	not listed
2013	2,496	$137 million	not listed
2012	2,533	$129 million	Berwyn Group
2011	2,559	$115 million	not listed
2010	2,590	$109 million	not listed
2009	2,614	$99.2 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the The University of Vermont Medical Center 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((802) 847-0039). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

The University of Vermont Medical Center 403(b) Plan

The University of Vermont Medical Center Pension Plan

If you had money in one of these plans

What these numbers are

Other employers in VT