Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COOPERATIVE INSURANCE COMPANIES
EIN 03-0220844insuranceLatest filing 2025
Plans
2
Retirement
2
$34.7M assets
Welfare
0
Participants
197
PO BOX 5890 - MIDDLEBURY, VT 057535890802-388-0061co-opinsurance.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $34.7M assets / 197 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
54%top
- AMERICAN UNITED LIFE INSURANCE CO54%
- (Not disclosed)46%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CO-OPERATIVE INSURANCE COMPANIES 401(K) PLAN
401k
Assets$18.8M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CO-OPERATIVE FIRE INSURANCE ASSOCIATION OF VERMONT RETIREMENT PLAN AND TRUST
TraditionalDB
Assets$15.9M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CO-OPERATIVE INSURANCE COMPANIES 401(K) PLAN | 401k | $18.8M | 118 | 2024 | |
| 001 | CO-OPERATIVE FIRE INSURANCE ASSOCIATION OF VERMONT RETIREMENT PLAN AND TRUST | TraditionalDB | $15.9M | 79 | 2025 |
Retirement plans