Plan Snapshot
- Plan Sponsor: Green Mountain Power Corporation
- Sponsor EIN: 030127430
- Sponsor Address: 163 ACORN LANE, COLCHESTER, VT, 05446
- Plan Type: Health & Welfare
- Plan Number: 511
- Total Participants: 0
- Total Assets: $33.7M
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 | 0 | $33.7M | $0 | $0 |
| 2023 | 0 | $31.6M | $0 | $0 |
| 2022 | 0 | $39.3M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Recordkeeper | $319,865 | — | $319,865 |
| WILLIS TOWERS WATSON, LLC | Recordkeeper | $39,900 | — | $39,900 |
| MCSOLEY MCCOY AND CO. | Other Service Provider | $17,000 | — | $17,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
- WILLIS TOWERS WATSON, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $376,765
- Estimated Expense Ratio: 1.118% 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 | $126,997 | — | — | — | — |
| 2023 | $182,379 | $78,379 | — | $19,300 | — |
| 2022 | $144,521 | — | — | — | $144,521 |