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  2. CHAMPLAIN VALLEY OFFICE OF ECONOMIC OPPORTUNITY INC
Sponsor portfolio

CHAMPLAIN VALLEY OFFICE OF ECONOMIC OPPORTUNITY INC

EIN 03-0216837-Latest filing 2025
Plans
2
Retirement
1
$10.6M assets
Welfare
1
$3.7M premiums
Participants
570
PO BOX 1603 - BURLINGTON, VT 054021603802-862-2771
Plans on this EIN
2 filings
#001401k-$10.6M - 347 part#502Fully Insured-$3.7M - 323 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 323 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$3.4M
  • Health$3.4M
  • Prescription drug$3.4M
  • Dental$141K
  • Short-term disability$85K
  • Long-term disability$59K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • STANDARD INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA4%
  • VISION SERVICE PLAN0%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • SENA FRIESEN MEILLEUR65%
  • DIGITAL INSURANCE LLC35%
  • CENTRO BENEFITS RESEARCH LLC0%
Total $86K3 slices

Plan deep-dives

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

403(B) THRIFT PLAN FOR EMPLOYEES OF CHAMPLAIN VALLEY OFFICE OF ECONOMIC OPPORTUNITY, INC.

401k

Assets$10.6M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CVOEO EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF VERMONT

Premiums$3.7M
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN FOR EMPLOYEES OF CHAMPLAIN VALLEY OFFICE OF ECONOMIC OPPORTUNITY, INC.401k$10.6M3472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CVOEO EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF VERMONT$3.7M3232025
Retirement plans
Welfare plans
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