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  2. VERMONT INFORMATION PROCESSING, INC.
Sponsor portfolio

VERMONT INFORMATION PROCESSING, INC.

EIN 03-0231253-information technology and services-Latest filing 2024
Plans
8
Retirement
2
$713.2M assets
Welfare
6
$290K premiums
Participants
4,667
402 WATERTOWER CIRCLE - COLCHESTER, VT 05446802-655-9400LinkedIn1-10 employeesinformation technology and services
Plans on this EIN
8 filings
#002ESOP-$676.1M - 616 part#001401k-$37.1M - 783 part#505Fully Insured-$104K - 662 lives#508Fully Insured-$104K - 662 lives#503Fully Insured-$82K - 662 lives#502Self Funded-0 lives#506Self Funded-0 lives#507Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $713.2M assets / 1,399 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • EMPLOYEE STOCK OWNERSHIP (#002)95%
  • PROFIT SHARING PLAN (#001)5%
Total $713.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
95%top
  • (Not disclosed)95%
  • NEWPORT GROUP, INC.5%
Total $713.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)783
  • EMPLOYEE STOCK OWNERSHIP (#002)616
Total 1,399Click row to drill in

Benefits portfolio analytics

6 plans / $290K premiums / 1,986 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$186K
  • Long-term disability$104K
  • Life$82K
Total $290K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $290K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $3K1 slice

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 INFORMATION PROCESSING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$676.1M
Participants616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VERMONT INFORMATION PROCESSING, INC. PROFIT SHARING PLAN

401k

Assets$37.1M
Participants783
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

VT INFORMATION PROCESSING LTD

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$104K
Covered lives662
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

VERMONT INFORMATION PROCESSING, INC. EAP

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$104K
Covered lives662
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

VERMONT INFORMATION PROCESSING, INC. LIFE AND AD&D PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$82K
Covered lives662
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

VERMONT INFORMATION PROCESSING, INC. MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

VERMONT INFORMATION PROCESSING, INC. DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

VERMONT INFORMATION PROCESSING, INC. VISION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VERMONT INFORMATION PROCESSING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$676.1M6162024
001VERMONT INFORMATION PROCESSING, INC. PROFIT SHARING PLAN401k$37.1M7832024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
505VT INFORMATION PROCESSING LTDFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$104K6622024
508VERMONT INFORMATION PROCESSING, INC. EAPFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$104K6622024
503VERMONT INFORMATION PROCESSING, INC. LIFE AND AD&D PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$82K6622024
502VERMONT INFORMATION PROCESSING, INC. MEDICAL PLANSelf Funded-$002024
506VERMONT INFORMATION PROCESSING, INC. DENTAL PLANSelf Funded-$002024
507VERMONT INFORMATION PROCESSING, INC. VISION PLANSelf Funded-$002024
Retirement plans
Welfare plans
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