2023 Form 5500 filing — Vermont Mutual Insurance Company 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731060918NAL0012470499001) for Vermont Mutual Insurance Company 401(K) Plan, reported by Vermont Mutual Insurance Company under EIN 03-0164650 and plan number 002. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731060918NAL0012470499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vermont Mutual Insurance Company
- EIN
- 03-0164650
- Plan number
- 002
- Location
- Montpelier, VT
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,417,692
- Net assets (EOY)
- $68,417,692
- Employer contributions
- $2,601,120
- Participant contributions
- $2,448,705
- Total income / additions
- $14,356,243
- Benefits paid
- $2,859,020
- Administrative expenses
- $48,677
- Total expenses
- $2,907,697
- Net increase / (decrease)
- $11,448,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $48,677 | $0 |
| Morgan Stanley Dean Witter | BROKER | $0 | $7,500 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |