Plan Snapshot
- Plan Sponsor: Vermont Mutual Insurance Company
- Sponsor EIN: 030164650
- Sponsor Address: 89 STATE STREET, MONTPELIER, VT, 05602
- Plan Type: DB
- Total Participants: 61
- Total Assets: $57.7M
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 | 61 | $57.7M | $0 | $0 |
| 2023 | 70 | $59.9M | $0 | $0 |
| 2022 | 80 | $57.2M | $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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $42,201 | — | $42,201 |
| MORGAN STANLEY DEAN WITTER | BROKER | — | $7,500 | $7,500 |
| GALLAGHER FLYNN & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,701
- Estimated Expense Ratio: 0.086% 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 | $42,201 | — | — | — | — |
| 2023 | $45,654 | — | — | — | — |
| 2022 | $56,135 | — | — | — | — |