Plan Snapshot
- Plan Sponsor: Blue Cross And Blue Shield Of Vermont
- Sponsor EIN: 030277307
- Sponsor Address: 445 INDUSTRIAL LANE, BERLIN, VT, 05602
- Plan Type: DB
- Total Participants: 305
- Total Assets: $64.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 305 | $64.0M | $721,000 | $0 |
| 2023 | 324 | $65.5M | $0 | $0 |
| 2022 | 311 | $61.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | $11,866 | — | $11,866 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,866
- Estimated Expense Ratio: 0.019% of plan assets
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 | $326,228 | $76,247 | $92,117 | $11,866 | — |
| 2023 | $254,826 | $86,044 | $86,224 | $7,842 | — |
| 2022 | $314,974 | $65,989 | $59,394 | — | $189,591 |