Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NATIONAL LIFE INSURANCE COMPANY
EIN 03-0144090Finance and InsuranceLatest filing 2025
Plans
11
Retirement
2
$403.5M assets
Welfare
9
$2.5M premiums
Participants
14,746
1 NATIONAL LIFE DR - MONTPELIER, VT 05604802-229-3333
Plans on this EIN
11 filings#004401k-$335.3M - 2,159 part#005401k-$68.2M - 873 part#505Fully Insured-$1.1M - 1,476 lives#501Mixed-$876K - 1,084 lives#506Fully Insured-$257K - 1,351 lives#512Fully Insured-$242K - 1,484 lives#503Fully Insured-$24K - 1,476 lives#005Fully Insured-$4K - 4 lives#509Self Funded-0 lives#510Unknown-0 lives#513Self Funded-0 lives
Retirement portfolio analytics
2 plans aggregated / $403.5M assets / 3,032 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
9 plans / $2.5M premiums / 6,875 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$320K
- Long-term disability$214K
- Life$212K
- Vision$54K
- Short-term disability$48K
- Other$31K
Carrier market share
Premium dollars by Schedule A carrier
57%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY57%
- DELTA DENTAL OF CALIFORNIA36%
- VISION SERVICE PLAN6%
- NATIONAL LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
NATIONAL LIFE GROUP 401(K) PLAN
401k
Assets$335.3M
Participants2,159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN
401k
Assets$68.2M
Participants873
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
NATIONAL LIFE GROUP LIFE INSURANCE PLAN FOR EMPLOYEES
Fully Insured - NATIONAL LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives1,476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
NATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLAN
Mixed - DELTA DENTAL PLAN OF VERMONT, INC.
Premiums$876K
Covered lives1,084
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
NATIONAL LIFE INSURANCE COMPANY LONG TERM DISABILITY PLAN FOR HOME OFFICE EMPLOYEES
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$257K
Covered lives1,351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
NATIONAL LIFE GROUP VISION CARE PLAN FOR EMPLOYEES
Fully Insured - VISION SERVICE PLAN
Premiums$242K
Covered lives1,484
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
NATIONAL LIFE INSURANCE COMPANY GROUP BUSINESS ACCIDENT PLAN
Fully Insured - FEDERAL INSURANCE COMPANY
Premiums$24K
Covered lives1,476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#005
NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN
Fully Insured - NATIONAL LIFE INSURANCE COMPANY
Premiums$4K
Covered lives4
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
NATIONAL LIFE INSURANCE COMPANY SHORT TERM DISABILITY PROGRAM
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
NATIONAL LIFE INSURANCE COMPANY ADOPTION ASSISTANCE PROGRAM
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
NATIONAL LIFE GROUP MEDICAL REIMBURSEMENT PLAN FOR EMPLOYEES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | NATIONAL LIFE GROUP 401(K) PLAN | 401k | $335.3M | 2,159 | 2024 | |
| 005 | NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN | 401k | $68.2M | 873 | 2025 |
Welfare plans9
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | NATIONAL LIFE GROUP LIFE INSURANCE PLAN FOR EMPLOYEES | Fully Insured | NATIONAL LIFE INSURANCE COMPANY | $1.1M | 1,476 | 2024 | |
| 501 | NATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLAN | Mixed | DELTA DENTAL PLAN OF VERMONT, INC. | $876K | 1,084 | 2025 | |
| 506 | NATIONAL LIFE INSURANCE COMPANY LONG TERM DISABILITY PLAN FOR HOME OFFICE EMPLOYEES | Fully Insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $257K | 1,351 | 2024 | |
| 512 | NATIONAL LIFE GROUP VISION CARE PLAN FOR EMPLOYEES | Fully Insured | VISION SERVICE PLAN | $242K | 1,484 | 2024 | |
| 503 | NATIONAL LIFE INSURANCE COMPANY GROUP BUSINESS ACCIDENT PLAN | Fully Insured | FEDERAL INSURANCE COMPANY | $24K | 1,476 | 2024 | |
| 005 | NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN | Fully Insured | NATIONAL LIFE INSURANCE COMPANY | $4K | 4 | 2025 | |
| 509 | NATIONAL LIFE INSURANCE COMPANY SHORT TERM DISABILITY PROGRAM | Self Funded | - | $0 | 0 | 2024 | |
| 510 | NATIONAL LIFE INSURANCE COMPANY ADOPTION ASSISTANCE PROGRAM | Unknown | - | $0 | 0 | 2024 | |
| 513 | NATIONAL LIFE GROUP MEDICAL REIMBURSEMENT PLAN FOR EMPLOYEES | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans