Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Vermont Mutual Insurance Company
EIN 03-0164650insuranceLatest filing 2025
Plans
3
Retirement
2
$141.4M assets
Health & Benefits
1
$570K premiums
Participants
1,065
89 STATE STREET - MONTPELIER, VT 05601802-229-7634vermontmutual.comLinkedIn201-500 employeesinsurance
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $141.4M assets / 694 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $570K premiums / 369 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$504K
- Life$335K
- Long-term disability$335K
- Vision$67K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
VERMONT MUTUAL INSURANCE COMPANY 401(K) PLAN
401(k)
Assets$81.8M
Participants437
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN
Traditional DB
Assets$59.7M
Participants257
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
VERMONT MUTUAL INSURANCE COMPANY EMPLOYEE WELFARE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$570K
Covered lives369
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | VERMONT MUTUAL INSURANCE COMPANY 401(K) PLAN | 401(k) | $81.8M | 437 | 2025 |
| #001 | VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN | Traditional DB | $59.7M | 257 | 2025 |
- #002 · 401(k) · 2025437
- #001 · Traditional DB · 2025257
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | VERMONT MUTUAL INSURANCE COMPANY EMPLOYEE WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $570K | 369 | 2025 |
- #505 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025369
Retirement plans
Health & Benefits plans