Vermont Mutual Insurance Company 401(K) Plan — Form 5500 plan (Vermont Mutual Insurance Company)
Plain-English plan 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, Vermont Mutual Insurance Company 401(K) Plan is a benefit plan reported by Vermont Mutual Insurance Company under EIN 03-0164650 and plan number 002. The latest loaded filing year is 2023. The filing reports 385 participants and $68,417,692 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vermont Mutual Insurance Company
- EIN
- 03-0164650
- Plan number
- 002
- Plan type
- 2
- Location
- Montpelier, VT
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $68,417,692
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20240731060918NAL0012470499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,417,692
- Net assets (EOY)
- $68,417,692
- Net assets (BOY)
- $56,969,146
Income & contributions
- Employer contributions
- $2,601,120
- Participant contributions
- $2,448,705
- Total contributions
- $5,478,082
- Total income / additions
- $14,356,243
Expenses & distributions
- Benefits paid
- $2,859,020
- Administrative expenses
- $48,677
- Total expenses
- $2,907,697
- Net increase / (decrease)
- $11,448,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $48,677 | $0 | 2023 |
| Morgan Stanley Dean Witter | BROKER | $0 | $7,500 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vermont Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Montpelier, VT
- Transamerica Retirement Solutions — Schedule C compensation
- Morgan Stanley Dean Witter — Schedule C compensation
- National Financial Services — Schedule C compensation