# Vermont Mutual Insurance Company DB Plan
Source: https://planprovider.pro/companies/vermont-mutual-insurance-company-plan-001

> Vermont Mutual Insurance Company's DB plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — 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|—|—|—|—|

## Similar Plans

- [Vermont Mutual Insurance Company](https://planprovider.pro/companies/vermont-mutual-insurance-company-401k-plan) — 343 participants

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