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NATIONAL LIFE INSURANCE COMPANY

EIN 03-0144090-Latest filing 2025
Plans
11
Retirement
2
$401.0M assets
Welfare
9
$2.5M premiums
Participants
14,694
ONE NATIONAL LIFE DRIVE - MONTPELIER, VT 05604802-229-7161
Plans on this EIN
11 filings
#004401k-$335.3M - 2,159 part#005401k-$65.7M - 847 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-4 lives#509Self Funded-0 lives#510Unknown-0 lives#513Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $401.0M assets / 3,006 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • LIFE GROUP 401(K) (#004)84%
  • AGENTS RETIREMENT PLAN (#005)16%
Total $401.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LIFE GROUP 401(K) (#004)2,159
  • AGENTS RETIREMENT PLAN (#005)847
Total 3,006Click row to drill in

Benefits portfolio analytics

9 plans / $2.5M premiums / 6,875 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$320K
  • Long-term disability$214K
  • Life$209K
  • Vision$54K
  • Short-term disability$48K
  • Other$31K
Total $876K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY57%
  • DELTA DENTAL OF CALIFORNIA37%
  • VISION SERVICE PLAN6%
Total $876K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $56K1 slice

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$65.7M
Participants847
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$0
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 #NameTypeAssetsParticipantsLatest year
004NATIONAL LIFE GROUP 401(K) PLAN401k$335.3M2,1592024
005NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN401k$65.7M8472024

Welfare plans9

Plan #NameFundingCarrierPremiumsCoveredLatest year
505NATIONAL LIFE GROUP LIFE INSURANCE PLAN FOR EMPLOYEESFully InsuredNATIONAL LIFE INSURANCE COMPANY$1.1M1,4762024
501NATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLANMixedDELTA DENTAL PLAN OF VERMONT, INC.$876K1,0842025
506NATIONAL LIFE INSURANCE COMPANY LONG TERM DISABILITY PLAN FOR HOME OFFICE EMPLOYEESFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$257K1,3512024
512NATIONAL LIFE GROUP VISION CARE PLAN FOR EMPLOYEESFully InsuredVISION SERVICE PLAN$242K1,4842024
503NATIONAL LIFE INSURANCE COMPANY GROUP BUSINESS ACCIDENT PLANFully InsuredFEDERAL INSURANCE COMPANY$24K1,4762024
005NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLANFully InsuredNATIONAL LIFE INSURANCE COMPANY$042024
509NATIONAL LIFE INSURANCE COMPANY SHORT TERM DISABILITY PROGRAMSelf Funded-$002024
510NATIONAL LIFE INSURANCE COMPANY ADOPTION ASSISTANCE PROGRAMUnknown-$002024
513NATIONAL LIFE GROUP MEDICAL REIMBURSEMENT PLAN FOR EMPLOYEESSelf Funded-$002024
Retirement plans
Welfare plans
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