Montpelier, VT Form 5500 retirement and benefit plan filings
City Form 5500 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, Montpelier, VT has 37 loaded benefit plan(s) reported by 14 plan sponsor(s), with $902,995,725 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 37
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $902,995,725
- Total reported liabilities (EOY)
- $772,635
- Total reported net assets (EOY)
- $902,223,090
Contributions & income
- Employer contributions
- $19,099,267
- Participant contributions
- $20,070,397
- Total income / additions
- $147,047,039
Expenses & distributions
- Benefits paid / distributions
- $76,987,084
- Total expenses
- $78,150,165
- Net increase / (decrease)
- $68,896,874
Coverage
- Total reported participants
- 23,532
- Plans with financial statements
- 17
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Montpelier, VT 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 | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| National Life Group Pension Plan For Employees | Nlv Financial Corporation | $322,826,507 | 2023 |
| National Life Group 401(K) Plan | National Life Insurance Company | $297,587,487 | 2023 |
| Vermont Mutual Insurance Company 401(K) Plan | Vermont Mutual Insurance Company | $68,417,692 | 2023 |
| National Life Insurance Company Agents Retirement Plan | National Life Insurance Company | $61,096,532 | 2023 |
| Vermont Mutual Insurance Company Employees' Pension Plan | Vermont Mutual Insurance Company | $59,946,958 | 2023 |
| Union Mutual Fire Insurance Company 401(K) Employee Savings Plan And Trust | Union Mutual Fire Insurance Company | $35,152,119 | 2023 |
| Washington County Mental Health Services, Inc. 403b Plan | Washington County Mental Health Services, Inc. | $24,991,654 | 2023 |
| Vermont Housing & Conservation Board Profit Sharing Plan | Vermont Housing & Conservation Board | $7,828,743 | 2023 |
| Hunger Mountain Cooperative, Inc. 401(K) Plan | Hunger Mountain Cooperative, Inc. | $7,515,780 | 2023 |
| Stone Environmental Employee Stock Ownership Plan | Stone Environmental Inc. | $7,056,980 | 2023 |
| Stone Environmental, Inc. 401(K) Profit Sharing Plan | Stone Environmental, Inc. | $5,818,185 | 2023 |
| Vermont State Employees Association, Inc. 401(K) Profit Sharing Plan | Vermont State Employees Association, Inc | $4,120,610 | 2023 |
| Roomazul, Inc. Profit Sharing Plan | Roomazul, Inc. | $428,455 | 2023 |
| Vt Vehicle & Automotive Distributors Association Dental Benefits Life And Disability Insurance Trust | Vermont Auto Dealers Assoc., Inc | $141,903 | 2023 |
| National Life Insurance Company Agency Employees Pension Plan | National Life Insurance Company | $56,923 | 2023 |
| Lake Champagne Resort Vermont, Inc. 401(K) Plan | Lake Champagne Resort Vermont, Inc. | $9,197 | 2023 |
| Vermont State Employees Credit Union Capital Accumulation Plan | Vermont State Employees Credit Union | $0 | 2023 |
| Vt Vehicle & Automotive Distributors Association Association Health Plan | Vermont Auto Dealers Assoc., Inc | not reported in the loaded dataset | 2023 |
| National Life Insurance Company Adoption Assistance Program | National Life Insurance Company | not reported in the loaded dataset | 2023 |
| Washington County Mental Health Services, Inc. Health & Welfare Benefit Plan | Washington County Mental Health Services, Inc. | not reported in the loaded dataset | 2023 |
| National Life Insurance Company Short Term Disability Program | National Life Insurance Company | not reported in the loaded dataset | 2023 |
| Hunger Mountain Co-Op Employee Benefit Plan | Hunger Mountain Cooperative, Inc. | not reported in the loaded dataset | 2023 |
| Bcbsvt Health Insurance Plan | Blue Cross And Blue Shield Of Vermont | not reported in the loaded dataset | 2023 |
| Union Mutual Fire Insurance Company Wrap Plan | Union Mutual Fire Insurance Company | not reported in the loaded dataset | 2023 |
| Bcbsvt Combined Time Off Plan | Blue Cross And Blue Shield Of Vermont | not reported in the loaded dataset | 2023 |
Largest plans in Montpelier → · Montpelier plans by participants → · Montpelier plans with financial data → · Montpelier plans with provider compensation → · $1B+ plans in Montpelier →
Related Form 5500 pages
- All VT Form 5500 filings
- National Life Group Pension Plan For Employees (plan 001)
- Nlv Financial Corporation — all reported plans
- National Life Group 401(K) Plan (plan 004)
- National Life Insurance Company — all reported plans
- Vermont Mutual Insurance Company 401(K) Plan (plan 002)
- Vermont Mutual Insurance Company — all reported plans
- National Life Insurance Company Agents Retirement Plan (plan 005)
- Vermont Mutual Insurance Company Employees' Pension Plan (plan 001)
- Union Mutual Fire Insurance Company 401(K) Employee Savings Plan And Trust (plan 002)
- Union Mutual Fire Insurance Company — all reported plans
- Washington County Mental Health Services, Inc. 403b Plan (plan 001)
- Washington County Mental Health Services, Inc. — all reported plans
- Vermont Housing & Conservation Board Profit Sharing Plan (plan 001)
- Vermont Housing & Conservation Board — all reported plans
- Hunger Mountain Cooperative, Inc. 401(K) Plan (plan 001)
- Hunger Mountain Cooperative, Inc. — all reported plans
- Stone Environmental Employee Stock Ownership Plan (plan 002)
- Stone Environmental Inc. — all reported plans
- Stone Environmental, Inc. 401(K) Profit Sharing Plan (plan 001)
- Vermont State Employees Association, Inc. 401(K) Profit Sharing Plan (plan 002)
- Vermont State Employees Association, Inc — all reported plans
- Roomazul, Inc. Profit Sharing Plan (plan 001)
- Roomazul, Inc. — all reported plans
- Vt Vehicle & Automotive Distributors Association Dental Benefits Life And Disability Insurance Trust (plan 502)
- Vermont Auto Dealers Assoc., Inc — all reported plans
- National Life Insurance Company Agency Employees Pension Plan (plan 333)
- Methodology
- Data sources