# BCBS OF VERMONT 401(K) RETIREMENT PROGRAM

Retirement plan sponsored by **BLUE CROSS AND BLUE SHIELD OF VERMONT**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BLUE CROSS AND BLUE SHIELD OF VERMONT |
| EIN | 030277307 |
| Plan number | 003 |
| Plan year | 2025 |
| Location | BERLIN, VT |
| Industry | insurance |
| Total assets (end of year) | $106.8M |
| Participants | 553 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Participant loan processing; Recordkeeping fees; Other fees; Account maintenance fees; Trustee (directed); Sub-transfer agency fees |
| STRATEGIC ADVISORS, INC. | Investment advisory (plan) |
| BLUECROSS BLUESHIELD OF VERMONT | Plan Administrator |
| SS&C | Other services |

## Other plans from this sponsor

- NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF BLUE CROSS AND BLUE SHIELD OF VERMONT: https://planoptica.com/retirement/030277307-001

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/030277307-003
- Cite as: PlanOptica, https://planoptica.com/retirement/030277307-003
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers