# Polly Insurance Agency, LLC Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/polly-insurance-agency-llc-810948786-501

> Polly Insurance Agency, LLC&#39;s Health &amp; Welfare plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Polly Insurance Agency, LLC

- **Sponsor EIN:** 810948786

- **Sponsor Address:** 2300 ST GEORGE RD, WILLISTON, VT, 05495

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 130

- **Total Assets:** $0

## 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.|

| 2025|130|$0|$0|$0|

| 2024|165|$0|$0|$0|

| 2023|171|$0|$0|$0|

## Similar Plans

- [Dealerpolicy, INC.](https://planprovider.pro/companies/dealerpolicy-inc-401k-plan) — 170 participants

- [The Richards Group](https://planprovider.pro/companies/the-richards-group-030215988-501) — 158 participants

- [Richards, INC.](https://planprovider.pro/companies/richards-inc-401k-plan) — 155 participants

- [National Life Insurance Company](https://planprovider.pro/companies/national-life-insurance-company-plan-333) — 0 participants

- [The Essex Agency, INC.](https://planprovider.pro/companies/the-essex-agency-inc-030229768-003) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/polly-insurance-agency-llc-810948786-501)

&copy; 2026 PlanProvider.Pro
