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Sponsor portfolioTH

VERMONT MUTUAL INSURANCE COMPANY

EIN 03-0164650-insurance-Latest filing 2025
Plans
3
Retirement
2
$134.1M assets
Welfare
1
$570K premiums
Participants
1,042
89 STATE STREET - MONTPELIER, VT 05602802-223-2341vermontmutual.comLinkedIn201-500 employeesinsurance
Plans on this EIN
3 filings
#002401k-$76.4M - 411 part#001TraditionalDB-$57.7M - 260 part#505Mixed-$570K - 369 lives

Retirement portfolio analytics

2 plans aggregated / $134.1M assets / 671 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • INSURANCE COMPANY 401(K) (#002)57%
  • COMPANY EMPLOYEES' PENSION (#001)43%
Total $134.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSURANCE COMPANY 401(K) (#002)411
  • COMPANY EMPLOYEES' PENSION (#001)260
Total 671Click row to drill in

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
Total $570K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA88%
  • VISION SERVICE PLAN12%
  • HARTFORD LIFE AND ACCIDENT0%
Total $570K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • ACRISURE LLC94%
  • GROUP BENEFITS LTD6%
Total $41K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VERMONT MUTUAL INSURANCE COMPANY 401(K) PLAN

401k

Assets$76.4M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$57.7M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

VERMONT MUTUAL INSURANCE COMPANY EMPLOYEE WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$570K
Covered lives369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VERMONT MUTUAL INSURANCE COMPANY 401(K) PLAN401k$76.4M4112024
001VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLANTraditionalDB$57.7M2602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505VERMONT MUTUAL INSURANCE COMPANY EMPLOYEE WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$570K3692025
Retirement plans
Welfare plans
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