Civic Intelligence

Brattleboro Retreat

Plan context: Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat

EIN 03-0107360 • Brattleboro, VT • 54 filings • 9 plans

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Anna Marsh LaneBrattleboro, VT 05301
Current Snapshot

Latest Year

2024

2024 Participants

596

2024 Assets

$42,983,635

2024 Contributions

$2,856,119

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$42,983,635$21,491,818$0200920172024YearValue
$42,983,635Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

8194100199920122024YearValue
596Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242596$42,983,635$2,856,119$4,792iApproximate average salary by contribution assumption: employee only about $119,804 at 4% or $79,869 at 6%; with 50% employer match about $79,869 at 4% or $53,246 at 6%; with 100% employer match about $59,902 at 4% or $39,935 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-532$42,983,635$2,856,119$5,369iApproximate average salary by contribution assumption: employee only about $134,216 at 4% or $89,477 at 6%; with 50% employer match about $89,477 at 4% or $59,652 at 6%; with 100% employer match about $67,108 at 4% or $44,739 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-596---
20232447$38,265,256$2,499,443$5,592iApproximate average salary by contribution assumption: employee only about $139,790 at 4% or $93,193 at 6%; with 50% employer match about $93,193 at 4% or $62,129 at 6%; with 100% employer match about $69,895 at 4% or $46,597 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-447$38,265,256$2,499,443$5,592iApproximate average salary by contribution assumption: employee only about $139,790 at 4% or $93,193 at 6%; with 50% employer match about $93,193 at 4% or $62,129 at 6%; with 100% employer match about $69,895 at 4% or $46,597 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-395---
20222407$34,677,884$2,368,932$5,820iApproximate average salary by contribution assumption: employee only about $145,512 at 4% or $97,008 at 6%; with 50% employer match about $97,008 at 4% or $64,672 at 6%; with 100% employer match about $72,756 at 4% or $48,504 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-407$34,677,884$2,368,932$5,820iApproximate average salary by contribution assumption: employee only about $145,512 at 4% or $97,008 at 6%; with 50% employer match about $97,008 at 4% or $64,672 at 6%; with 100% employer match about $72,756 at 4% or $48,504 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-338---
20212413$42,730,804$2,499,900$6,053iApproximate average salary by contribution assumption: employee only about $151,326 at 4% or $100,884 at 6%; with 50% employer match about $100,884 at 4% or $67,256 at 6%; with 100% employer match about $75,663 at 4% or $50,442 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-413$42,730,804$2,499,900$6,053iApproximate average salary by contribution assumption: employee only about $151,326 at 4% or $100,884 at 6%; with 50% employer match about $100,884 at 4% or $67,256 at 6%; with 100% employer match about $75,663 at 4% or $50,442 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-342---
20202471$42,857,441$3,056,653$6,490iApproximate average salary by contribution assumption: employee only about $162,243 at 4% or $108,162 at 6%; with 50% employer match about $108,162 at 4% or $72,108 at 6%; with 100% employer match about $81,121 at 4% or $54,081 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-471$42,857,441$3,056,653$6,490iApproximate average salary by contribution assumption: employee only about $162,243 at 4% or $108,162 at 6%; with 50% employer match about $108,162 at 4% or $72,108 at 6%; with 100% employer match about $81,121 at 4% or $54,081 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-451---
20192693$39,380,395$2,947,593$4,253iApproximate average salary by contribution assumption: employee only about $106,335 at 4% or $70,890 at 6%; with 50% employer match about $70,890 at 4% or $47,260 at 6%; with 100% employer match about $53,167 at 4% or $35,445 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-693$39,380,395$2,947,593$4,253iApproximate average salary by contribution assumption: employee only about $106,335 at 4% or $70,890 at 6%; with 50% employer match about $70,890 at 4% or $47,260 at 6%; with 100% employer match about $53,167 at 4% or $35,445 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-595---
20182742$33,800,898$3,223,847$4,345iApproximate average salary by contribution assumption: employee only about $108,620 at 4% or $72,413 at 6%; with 50% employer match about $72,413 at 4% or $48,276 at 6%; with 100% employer match about $54,310 at 4% or $36,207 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-742$33,800,898$3,223,847$4,345iApproximate average salary by contribution assumption: employee only about $108,620 at 4% or $72,413 at 6%; with 50% employer match about $72,413 at 4% or $48,276 at 6%; with 100% employer match about $54,310 at 4% or $36,207 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-591---
20172749$34,404,585$2,548,744$3,403iApproximate average salary by contribution assumption: employee only about $85,072 at 4% or $56,714 at 6%; with 50% employer match about $56,714 at 4% or $37,810 at 6%; with 100% employer match about $42,536 at 4% or $28,357 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-749$34,404,585$2,548,744$3,403iApproximate average salary by contribution assumption: employee only about $85,072 at 4% or $56,714 at 6%; with 50% employer match about $56,714 at 4% or $37,810 at 6%; with 100% employer match about $42,536 at 4% or $28,357 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-432---
20162771$30,627,054$3,151,859$4,088iApproximate average salary by contribution assumption: employee only about $102,200 at 4% or $68,134 at 6%; with 50% employer match about $68,134 at 4% or $45,422 at 6%; with 100% employer match about $51,100 at 4% or $34,067 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-771$30,627,054$3,151,859$4,088iApproximate average salary by contribution assumption: employee only about $102,200 at 4% or $68,134 at 6%; with 50% employer match about $68,134 at 4% or $45,422 at 6%; with 100% employer match about $51,100 at 4% or $34,067 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-633---
20152819$28,782,232$2,465,026$3,010iApproximate average salary by contribution assumption: employee only about $75,245 at 4% or $50,163 at 6%; with 50% employer match about $50,163 at 4% or $33,442 at 6%; with 100% employer match about $37,622 at 4% or $25,082 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-819$28,782,232$2,465,026$3,010iApproximate average salary by contribution assumption: employee only about $75,245 at 4% or $50,163 at 6%; with 50% employer match about $50,163 at 4% or $33,442 at 6%; with 100% employer match about $37,622 at 4% or $25,082 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-630---
20142766$28,033,542$2,423,211$3,163iApproximate average salary by contribution assumption: employee only about $79,087 at 4% or $52,724 at 6%; with 50% employer match about $52,724 at 4% or $35,150 at 6%; with 100% employer match about $39,543 at 4% or $26,362 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-766$28,033,542$2,423,211$3,163iApproximate average salary by contribution assumption: employee only about $79,087 at 4% or $52,724 at 6%; with 50% employer match about $52,724 at 4% or $35,150 at 6%; with 100% employer match about $39,543 at 4% or $26,362 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-440---
20132744$28,354,997$1,305,589$1,755iApproximate average salary by contribution assumption: employee only about $43,871 at 4% or $29,247 at 6%; with 50% employer match about $29,247 at 4% or $19,498 at 6%; with 100% employer match about $21,935 at 4% or $14,624 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-744$28,354,997$1,305,589$1,755iApproximate average salary by contribution assumption: employee only about $43,871 at 4% or $29,247 at 6%; with 50% employer match about $29,247 at 4% or $19,498 at 6%; with 100% employer match about $21,935 at 4% or $14,624 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-586---
20122662$24,852,101$2,083,863$3,148iApproximate average salary by contribution assumption: employee only about $78,696 at 4% or $52,464 at 6%; with 50% employer match about $52,464 at 4% or $34,976 at 6%; with 100% employer match about $39,348 at 4% or $26,232 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-662$24,852,101$2,083,863$3,148iApproximate average salary by contribution assumption: employee only about $78,696 at 4% or $52,464 at 6%; with 50% employer match about $52,464 at 4% or $34,976 at 6%; with 100% employer match about $39,348 at 4% or $26,232 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-554---
20112766$22,433,096$1,863,136$2,432iApproximate average salary by contribution assumption: employee only about $60,807 at 4% or $40,538 at 6%; with 50% employer match about $40,538 at 4% or $27,025 at 6%; with 100% employer match about $30,404 at 4% or $20,269 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-766$22,433,096$1,863,136$2,432iApproximate average salary by contribution assumption: employee only about $60,807 at 4% or $40,538 at 6%; with 50% employer match about $40,538 at 4% or $27,025 at 6%; with 100% employer match about $30,404 at 4% or $20,269 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-454---
20102547$21,941,067$1,271,917$2,325iApproximate average salary by contribution assumption: employee only about $58,131 at 4% or $38,754 at 6%; with 50% employer match about $38,754 at 4% or $25,836 at 6%; with 100% employer match about $29,066 at 4% or $19,377 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-547$21,941,067$1,271,917$2,325iApproximate average salary by contribution assumption: employee only about $58,131 at 4% or $38,754 at 6%; with 50% employer match about $38,754 at 4% or $25,836 at 6%; with 100% employer match about $29,066 at 4% or $19,377 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-420---
20092522$19,765,661$1,668,716$3,197iApproximate average salary by contribution assumption: employee only about $79,919 at 4% or $53,280 at 6%; with 50% employer match about $53,280 at 4% or $35,520 at 6%; with 100% employer match about $39,960 at 4% or $26,640 at 6%.
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-522$19,765,661$1,668,716$3,197iApproximate average salary by contribution assumption: employee only about $79,919 at 4% or $53,280 at 6%; with 50% employer match about $53,280 at 4% or $35,520 at 6%; with 100% employer match about $39,960 at 4% or $26,640 at 6%.
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-401---
20082369$0$0-
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-0---
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-369---
20072366$0$0-
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-366---
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-0---
20062357$0$0-
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-0---
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-357---
20052367$0$0-
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-0---
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-367---
20042318$0$0-
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-0---
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-318---
20032319$0$0-
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-0---
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-319---
20022301$0$0-
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-301---
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-0---
20013334$0$0-
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-0---
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-334---
BRATTLEBORO RETREAT EMPLOYEE MEDICAL PLAN-0---
20002439$0$0-
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-439---
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-0---
19993379$0$0-
Brattleboro Retreat Life, Ad&D Ltd, Dep. Life & Reimburse Acct Plan-379---
Brattleboro Retreat Flexible Benefit Plan-332---
Tax Sheltered Annuity Plan for the Employees of Brattleboro Retreat-0---