Plan Snapshot
- Plan Sponsor: Blue Cross And Blue Shield Of Vermont
- Sponsor EIN: 030277307
- Sponsor Address: 445 INDUSTRIAL LANE, BERLIN, VT, 056024415
- Plan Type: 401(k)
- Total Participants: 429
- Total Assets: $92.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 429 | $92.9M | $2.4M | $3.5M |
| 2023 | 416 | $80.7M | $2.3M | $3.1M |
| 2022 | 406 | $67.7M | $2.2M | $3.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $69,989 | $23,910 | — | — | — |
| 2023 | $57,305 | $21,617 | — | — | — |
| 2022 | $61,557 | $21,165 | — | — | — |