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Sponsor portfolio

UNION BANKSHARES, INC.

EIN 03-0283552-banking-Latest filing 2025
Plans
3
Retirement
0
Welfare
3
$206K premiums
Participants
470
20 LOWER MAIN STREET - MORRISVILLE, VT 05661802-888-6600LinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#502Fully Insured-$180K - 192 lives#503Fully Insured-$26K - 124 lives#501Self Funded-0 lives

Benefits portfolio analytics

3 plans / $206K premiums / 316 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$82K
  • Life$64K
  • Other$64K
  • Long-term disability$35K
  • Vision$26K
Total $206K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY88%
  • VISION SERVICE PLAN12%
Total $206K2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • ACRISURE LLC52%
  • GROUP BENEFITS LTD48%
Total $21K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#502

UNION BANKSHARES LIFE AND DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$180K
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

UNION BANKSHARES, VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$26K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

UNION BANKSHARES, INC. EMPLOYEE BENEFIT PLAN

Self Funded

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

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNION BANKSHARES LIFE AND DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$180K1922025
503UNION BANKSHARES, VISION PLANFully InsuredVISION SERVICE PLAN$26K1242025
501UNION BANKSHARES, INC. EMPLOYEE BENEFIT PLANSelf Funded-$002025
Welfare plans
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