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Original filing (PDF)20251002084716NAL0000156355001
NLV FINANCIAL CORPORATION
Form 5500
FILING_RECEIVED
NATIONAL LIFE GROUP PENSION PLAN FOR EMPLOYEES
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
726
Accounts w/ balance
0
Plan assets (EOY)
$309.0M
Net assets (EOY)
$309.0M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Separate Account II, a pooled separate account 325,841,920 units" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NLV FINANCIAL CORPORATION.
Plan sponsor
Name
NLV FINANCIAL CORPORATION
EIN
03-0359222
Address
ONE NATIONAL LIFE DRIVE · MONTPELIER, VT · 05604
Phone
(802) 229-7161
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
BENEFIT INVESTMENT AND ADMINISTRATION COMMITTEE OF NLG
EIN
32-0574996
City
MONTPELIER, VT
Phone
(802) 229-7161
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
MCSOLEY MCCOY & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $145K | — |
Investments
2 direct securities· $309.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Separate Account II, a pooled separate account 325,841,920 units | — | — | $361.5M | $308.3M | 99.8% | |
| General account 4.44%, 649,765 units | — | — | $650K | $650K | 0.2% |