TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREA

[ EIN: 03-0107360 | Plan No. 002 ]

Form 5500 records indicate that TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREA is a 403(b) Annuity plan sponsored by BRATTLEBORO RETREAT. The plan is classified as a Large Plan with 913 participants and assets totaling $42,983,635 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: BRATTLEBORO RETREAT

Location: PO BOX 803, BRATTLEBORO, VT 05302

EIN: 030107360

Plan Number: 002

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 403(b) Annuity

Participants: 913

Total Assets: $42,983,635

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