National Life Insurance Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Life Insurance Company (EIN 03-0144090) is a plan sponsor located in Montpelier, VT with 11 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 03-0144090
- Location
- Montpelier, VT
- Loaded plans
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $358,740,942
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $358,740,942
Contributions & income
- Employer contributions
- $5,936,352
- Participant contributions
- $14,067,585
- Total income / additions
- $75,434,546
Expenses & distributions
- Benefits paid / distributions
- $45,979,431
- Total expenses
- $46,416,780
- Net increase / (decrease)
- $29,017,766
Coverage
- Total reported participants
- 11,738
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| National Life Group 401(K) Plan | 004 | 1,935 | $297,587,487 | 2023 |
| National Life Insurance Company Agents Retirement Plan | 005 | 795 | $61,096,532 | 2023 |
| National Life Insurance Company Agency Employees Pension Plan | 333 | 65 | $56,923 | 2023 |
| National Life Group Life Insurance Plan For Employees | 505 | 1,705 | not reported in the loaded dataset | 2023 |
| National Life Group Vision Care Plan For Employees | 512 | 1,232 | not reported in the loaded dataset | 2023 |
| National Life Insurance Company Group Business Accident Plan | 503 | 1,216 | not reported in the loaded dataset | 2023 |
| National Life Insurance Company Short Term Disability Program | 509 | 1,215 | not reported in the loaded dataset | 2023 |
| National Life Insurance Company Long Term Disability Plan For Home Office Employees | 506 | 1,215 | not reported in the loaded dataset | 2023 |
| National Life Insurance Company Adoption Assistance Program | 510 | 1,211 | not reported in the loaded dataset | 2023 |
| National Life Insurance Company Field Group Benefit Plan | 501 | 915 | not reported in the loaded dataset | 2023 |
| National Life Group Medical Reimbursement Plan For Employees | 513 | 234 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | National Life Insurance Company Field Group Benefit Plan | 915 | — | 20241010085020NAL0019826417001 |
| 2023 | National Life Group Life Insurance Plan For Employees | 1,705 | — | 20241010085425NAL0009835059001 |
| 2023 | National Life Group Medical Reimbursement Plan For Employees | 234 | — | 20241010085544NAL0011314787001 |
| 2023 | National Life Insurance Company Agents Retirement Plan | 795 | H, C | 20241011094652NAL0022510433001 |
| 2023 | National Life Group 401(K) Plan | 1,935 | H, C | 20241011095303NAL0043233762001 |
| 2023 | National Life Group Vision Care Plan For Employees | 1,232 | — | 20241011152438NAL0012698755001 |
| 2023 | National Life Insurance Company Group Business Accident Plan | 1,216 | — | 20241011154340NAL0039350192001 |
| 2023 | National Life Insurance Company Long Term Disability Plan For Home Office Employees | 1,215 | — | 20241011154701NAL0022258177001 |