Original filing (PDF)20250828063013NAL0010246193001

VERMONT MUTUAL INSURANCE COMPANY

Name: VERMONT MUTUAL INSURANCE COMPANY — VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN, Form 5500 (2024)
Creator: VERMONT MUTUAL INSURANCE COMPANY

Form 5500

FILING_RECEIVED

VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$57.7M

Net assets (EOY)

$57.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERMONT MUTUAL INSURANCE COMPANY.

Plan sponsor

Name

VERMONT MUTUAL INSURANCE COMPANY

EIN

03-0164650

Address

89 STATE STREET · MONTPELIER, VT · 05602

Phone

(802) 229-7634

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

GALLAGHER FLYNN & COMPANY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$42K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY DEAN WITTER	—	NEW YORK, NY	BROKER	$0	—
NATIONAL FINANCIAL SERVICES	04-3523567

Investments

1 pooled fund· $20.5M(35% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.