Assets by plan
Share of aggregate retirement assets
- SHIELD OF VERMONT (#001)$55.0M
Filings through .
Blue Cross and Blue Shield of Vermont
EIN 03-0277307insuranceLatest filing 2025
Plans
8
Retirement
2
$161.8M assets
Health & Benefits
6
$835K premiums
Participants
3,665
Health & Benefits portfolio - carriers, brokers and premium across this company's 6 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $161.8M assets / 1,164 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $835K premiums / 1,372 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$835K
- Life$144K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
BCBS OF VERMONT 401(K) RETIREMENT PROGRAM
401(k)
Assets$106.8M
Participants553
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT
Cash balance
Assets$55.0M
Participants611
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BCBSVT HEALTH INSURANCE PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF VERMONT
Premiums$691K
Covered lives948
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
BCBSVT LIFE INSURANCE PLAN
Fully insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$144K
Covered lives424
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
BCBSVT DENTAL INSURANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
BCBSVT COMBINED TIME OFF PLAN
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
BCBSVT SHORT TERM DISABILITY PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#515
BCBSVT EMPLOYEE ASSISTANCE PROGRAM
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | BCBS OF VERMONT 401(K) RETIREMENT PROGRAM | 401(k) | $106.8M | 553 | 2025 |
| #001 | NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT | Cash balance | $55.0M | 611 | 2025 |
- #003 · 401(k) · 2025553
- NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT$55.0M#001 · Cash balance · 2025611
Health & Benefits plans
6 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BCBSVT HEALTH INSURANCE PLAN | Mixed | BLUE CROSS AND BLUE SHIELD OF VERMONT | $691K | 948 | 2025 |
| #505 | BCBSVT LIFE INSURANCE PLAN | Fully insured | SYMETRA LIFE INSURANCE COMPANY | $144K | 424 | 2025 |
| #502 | BCBSVT DENTAL INSURANCE PLAN | Self-funded | - | $0 | 0 | 2025 |
| #503 | BCBSVT COMBINED TIME OFF PLAN | Unknown | - | $0 | 0 | 2025 |
| #506 | BCBSVT SHORT TERM DISABILITY PLAN | Self-funded | - | $0 | 0 | 2025 |
| #515 | BCBSVT EMPLOYEE ASSISTANCE PROGRAM | Unknown | - | $0 | 0 | 2025 |
- #501 · Mixed · BLUE CROSS AND BLUE SHIELD OF VERMONT · 2025948
- #505 · Fully insured · SYMETRA LIFE INSURANCE COMPANY · 2025424
- #502 · Self-funded · 20250
- #503 · Unknown · 20250
- #506 · Self-funded · 20250
- #515 · Unknown · 20250
Retirement plans
Health & Benefits plans