Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BLUE CROSS AND BLUE SHIELD OF VERMONT
EIN 03-0277307insuranceLatest filing 2025
Plans
8
Retirement
2
$156.9M assets
Welfare
6
$835K premiums
Participants
3,719
Retirement portfolio analytics
2 plans aggregated / $156.9M assets / 1,218 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $835K premiums / 1,372 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$835K
- Life$144K
Carrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- SYMETRA LIFE INSURANCE COMPANY17%
Broker market share
Schedule A broker compensation
62%top
- COMBINED SERVICES LLC62%
- PALANZA, ANTHONY A38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BCBS OF VERMONT 401(K) RETIREMENT PROGRAM
401k
Assets$92.9M
Participants560
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT
CashBalance
Assets$64.0M
Participants658
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BCBSVT HEALTH INSURANCE PLAN
Mixed - BLUE CROSS AND BLUE SHIELD OF VERMONT
Premiums$691K
Covered lives948
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
BCBSVT LIFE INSURANCE PLAN
Fully Insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$144K
Covered lives424
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
BCBSVT DENTAL INSURANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
BCBSVT COMBINED TIME OFF PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
BCBSVT SHORT TERM DISABILITY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
BCBSVT EMPLOYEE ASSISTANCE PROGRAM
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BCBS OF VERMONT 401(K) RETIREMENT PROGRAM | 401k | $92.9M | 560 | 2024 | |
| 001 | NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT | CashBalance | $64.0M | 658 | 2024 |
Welfare plans6
| 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 |
Retirement plans
Welfare plans