PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VERMONT FEDERAL CREDIT UNION
Sponsor portfolio

VERMONT FEDERAL CREDIT UNION

EIN 03-0194663-banking-Latest filing 2025
Plans
4
Retirement
1
$22.4M assets
Welfare
3
$2.9M premiums
Participants
643
PO BOX 2147 - SOUTH BURLINGTON, VT 05407802-658-0225vermontfederal.orgLinkedIn51-200 employeesbanking
Plans on this EIN
4 filings
#001401k-$22.4M - 233 part#505Fully Insured-$2.6M - 207 lives#501Fully Insured-$152K - 162 lives#506Fully Insured-$115K - 225 lives

Benefits portfolio analytics

3 plans / $2.9M premiums / 594 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$59K
  • Life$43K
  • Other$43K
  • Long-term disability$43K
Total $145K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $145K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VERMONT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$22.4M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

VERMONT FEDERAL CREDIT UNION MEDICAL PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF VERMONT

Premiums$2.6M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LIFE AND DISABILITY INSURANCE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$152K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

VERMONT FEDERAL CREDIT UNION DENTAL PLAN

Fully Insured - DELTA DENTAL PLAN OF VERMONT, INC.

Premiums$115K
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERMONT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$22.4M2332024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
505VERMONT FEDERAL CREDIT UNION MEDICAL PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF VERMONT$2.6M2072025
501LIFE AND DISABILITY INSURANCE PLANFully InsuredSTANDARD INSURANCE COMPANY$152K1622025
506VERMONT FEDERAL CREDIT UNION DENTAL PLANFully InsuredDELTA DENTAL PLAN OF VERMONT, INC.$115K2252025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica