Vermont Mutual Insurance Company Employees' Pension 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 Employees' Pension Plan is a benefit plan reported by Vermont Mutual Insurance Company under EIN 03-0164650 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $59,946,958 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
001
Plan type
2
Location
Montpelier, VT
Latest filing year
2023
Participants
264
End-of-year plan assets
$59,946,958

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023264H, C20240911091532NAL0004126339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,946,958
Net assets (EOY)
$59,946,958
Net assets (BOY)
$57,189,865

Income & contributions

Total income / additions
$5,144,018

Expenses & distributions

Benefits paid
$2,341,271
Administrative expenses
$45,654
Total expenses
$2,386,925
Net increase / (decrease)
$2,757,093

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$45,653$02023
Morgan Stanley Dean WitterBROKER$0$7,5002023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages