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VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameVERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN
Plan identification number 001

VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

VERMONT MUTUAL INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:VERMONT MUTUAL INSURANCE COMPANY
Employer identification number (EIN):030164650
NAIC Classification:524150

Additional information about VERMONT MUTUAL INSURANCE COMPANY

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date:
Company Identification Number: 44693
Legal Registered Office Address: 89 STATE ST-PO BOX 188

MONTPELIER
United States of America (USA)
05602

More information about VERMONT MUTUAL INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01HEATHER SCHMIDT
0012023-01-01
0012023-01-01HEATHER SCHMIDT
0012022-01-01
0012022-01-01HEATHER SCHMIDT
0012021-01-01
0012021-01-01HEATHER SCHMIDT
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HEATHER SCHMIDT SUSAN CHICOINE2018-10-04
0012016-01-01HEATHER SCHMIDT SUSAN CHICOINE2017-09-12
0012015-01-01HEATHER SCHMIDT SUSAN CHICOINE2016-08-19
0012014-01-01HEATHER SCHMIDT SUSAN CHICOINE2015-09-29
0012013-01-01HEATHER SCHMIDT SUSAN CHICOINE2014-10-06
0012012-01-01HEATHER SCHMIDT SUSAN CHICOINE2013-09-13
0012011-01-01HEATHER SCHMIDT BRIAN EAGAN2012-07-25
0012009-01-01HEATHER SCHMIDT BRIAN EAGAN2010-09-14

Plan Statistics for VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN

Measure Date Value
2023: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01264
Total number of active participants reported on line 7a of the Form 55002023-01-0170
Number of retired or separated participants receiving benefits2023-01-01113
Number of other retired or separated participants entitled to future benefits2023-01-0165
Total of all active and inactive participants2023-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0116
Total participants2023-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3178,375,205
Acturial value of plan assets2022-12-3177,446,596
Funding target for retired participants and beneficiaries receiving payment2022-12-3118,150,466
Number of terminated vested participants2022-12-3172
Fundng target for terminated vested participants2022-12-3111,008,287
Active participant vested funding target2022-12-3120,685,670
Number of active participants2022-12-3183
Total funding liabilities for active participants2022-12-3120,861,223
Total participant count2022-12-31272
Total funding target for all participants2022-12-3150,019,976
Balance at beginning of prior year after applicable adjustments2022-12-319,088,553
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3121,288,945
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-311,256,311
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-317,832,242
Amount remaining of prefunding balance2022-12-3121,288,945
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-317,904,299
Balance of prefunding at beginning of current year2022-12-3121,484,803
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,389,800
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-311,389,800
Carryover balance elected to use to offset funding requirement2022-12-311,389,800
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01272
Total number of active participants reported on line 7a of the Form 55002022-01-0180
Number of retired or separated participants receiving benefits2022-01-01108
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3179,440,761
Acturial value of plan assets2021-12-3171,496,685
Funding target for retired participants and beneficiaries receiving payment2021-12-3117,822,355
Number of terminated vested participants2021-12-3169
Fundng target for terminated vested participants2021-12-317,850,641
Active participant vested funding target2021-12-3120,626,785
Number of active participants2021-12-3187
Total funding liabilities for active participants2021-12-3120,820,274
Total participant count2021-12-31274
Total funding target for all participants2021-12-3146,493,270
Balance at beginning of prior year after applicable adjustments2021-12-319,193,918
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3118,294,187
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-311,383,870
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-317,810,048
Amount remaining of prefunding balance2021-12-3118,294,187
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-319,088,553
Balance of prefunding at beginning of current year2021-12-3121,288,945
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,256,311
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,256,311
Carryover balance elected to use to offset funding requirement2021-12-311,256,311
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01274
Total number of active participants reported on line 7a of the Form 55002021-01-0183
Number of retired or separated participants receiving benefits2021-01-01102
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3169,858,129
Acturial value of plan assets2020-12-3165,861,564
Funding target for retired participants and beneficiaries receiving payment2020-12-3117,681,850
Number of terminated vested participants2020-12-3176
Fundng target for terminated vested participants2020-12-316,636,203
Active participant vested funding target2020-12-3120,708,254
Number of active participants2020-12-3190
Total funding liabilities for active participants2020-12-3120,892,835
Total participant count2020-12-31274
Total funding target for all participants2020-12-3145,210,888
Balance at beginning of prior year after applicable adjustments2020-12-319,196,730
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3115,285,918
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-311,514,646
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-317,682,084
Amount remaining of prefunding balance2020-12-3115,285,918
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-319,193,918
Balance of prefunding at beginning of current year2020-12-3118,294,187
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,383,870
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,383,870
Carryover balance elected to use to offset funding requirement2020-12-311,383,870
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01274
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of retired or separated participants receiving benefits2020-01-01102
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0116
Total participants2020-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3159,833,920
Acturial value of plan assets2019-12-3161,870,808
Funding target for retired participants and beneficiaries receiving payment2019-12-3116,523,693
Number of terminated vested participants2019-12-3180
Fundng target for terminated vested participants2019-12-314,920,170
Active participant vested funding target2019-12-3120,240,347
Number of active participants2019-12-3195
Total funding liabilities for active participants2019-12-3120,436,890
Total participant count2019-12-31274
Total funding target for all participants2019-12-3141,880,753
Balance at beginning of prior year after applicable adjustments2019-12-3110,928,816
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3115,894,684
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-311,365,823
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-319,562,993
Amount remaining of prefunding balance2019-12-3115,894,684
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-319,196,730
Balance of prefunding at beginning of current year2019-12-3115,285,918
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,514,646
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,514,646
Carryover balance elected to use to offset funding requirement2019-12-311,514,646
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01274
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-0195
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3163,608,982
Acturial value of plan assets2018-12-3160,150,729
Funding target for retired participants and beneficiaries receiving payment2018-12-3114,784,866
Number of terminated vested participants2018-12-3181
Fundng target for terminated vested participants2018-12-314,194,493
Active participant vested funding target2018-12-3119,514,480
Number of active participants2018-12-31102
Total funding liabilities for active participants2018-12-3119,741,642
Total participant count2018-12-31274
Total funding target for all participants2018-12-3138,721,001
Balance at beginning of prior year after applicable adjustments2018-12-3111,001,952
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3113,102,954
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-311,367,097
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-319,634,855
Amount remaining of prefunding balance2018-12-3113,102,954
Present value of excess contributions2018-12-31909,815
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,032,003
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-311,032,003
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3110,928,816
Balance of prefunding at beginning of current year2018-12-3115,894,684
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,365,823
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,365,823
Carryover balance elected to use to offset funding requirement2018-12-311,365,823
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01274
Total number of active participants reported on line 7a of the Form 55002018-01-0195
Number of retired or separated participants receiving benefits2018-01-0187
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3156,528,176
Acturial value of plan assets2017-12-3156,843,613
Funding target for retired participants and beneficiaries receiving payment2017-12-3113,515,906
Number of terminated vested participants2017-12-3183
Fundng target for terminated vested participants2017-12-313,989,565
Active participant vested funding target2017-12-3116,862,874
Number of active participants2017-12-31107
Total funding liabilities for active participants2017-12-3117,107,170
Total participant count2017-12-31277
Total funding target for all participants2017-12-3134,612,641
Balance at beginning of prior year after applicable adjustments2017-12-3110,153,149
Prefunding balance at beginning of prior year after applicable adjustments2017-12-317,056,744
Amount remaining of carryover balance2017-12-3110,153,149
Amount remaining of prefunding balance2017-12-317,056,744
Present value of excess contributions2017-12-315,138,695
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-315,456,266
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-315,456,266
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3111,001,952
Balance of prefunding at beginning of current year2017-12-3113,102,954
Total employer contributions2017-12-311,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31909,815
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,367,097
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,367,097
Carryover balance elected to use to offset funding requirement2017-12-311,367,097
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31909,815
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01277
Total number of active participants reported on line 7a of the Form 55002017-01-01102
Number of retired or separated participants receiving benefits2017-01-0182
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3147,621,067
Acturial value of plan assets2016-12-3149,107,361
Funding target for retired participants and beneficiaries receiving payment2016-12-3112,612,984
Number of terminated vested participants2016-12-3179
Fundng target for terminated vested participants2016-12-313,465,252
Active participant vested funding target2016-12-3115,100,725
Number of active participants2016-12-3183
Total funding liabilities for active participants2016-12-3115,352,335
Total participant count2016-12-31279
Total funding target for all participants2016-12-3131,430,571
Balance at beginning of prior year after applicable adjustments2016-12-3110,295,223
Prefunding balance at beginning of prior year after applicable adjustments2016-12-316,514,544
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3110,295,223
Amount remaining of prefunding balance2016-12-316,514,544
Present value of excess contributions2016-12-31594,359
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31632,101
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31632,101
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3110,153,149
Balance of prefunding at beginning of current year2016-12-317,056,744
Total employer contributions2016-12-316,200,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-315,872,067
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,200,269
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31733,372
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31733,372
Contributions allocatedtoward minimum required contributions for current year2016-12-315,872,067
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01279
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-0175
Number of other retired or separated participants entitled to future benefits2016-01-0183
Total of all active and inactive participants2016-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0112
Total participants2016-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01279
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-0171
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01280
Total number of active participants reported on line 7a of the Form 55002014-01-01120
Number of retired or separated participants receiving benefits2014-01-0168
Number of other retired or separated participants entitled to future benefits2014-01-0179
Total of all active and inactive participants2014-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01280
Total number of active participants reported on line 7a of the Form 55002013-01-01125
Number of retired or separated participants receiving benefits2013-01-0165
Number of other retired or separated participants entitled to future benefits2013-01-0179
Total of all active and inactive participants2013-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01280
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-0162
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01280
Total number of active participants reported on line 7a of the Form 55002011-01-01136
Number of retired or separated participants receiving benefits2011-01-0161
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01284
Total number of active participants reported on line 7a of the Form 55002009-01-01147
Number of retired or separated participants receiving benefits2009-01-0155
Number of other retired or separated participants entitled to future benefits2009-01-0171
Total of all active and inactive participants2009-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN

Measure Date Value
2023 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$5,144,018
Total of all expenses incurred2023-12-31$2,386,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,341,271
Value of total assets at end of year2023-12-31$59,946,958
Value of total assets at beginning of year2023-12-31$57,189,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$45,654
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,425,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,425,707
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,757,093
Value of net assets at end of year (total assets less liabilities)2023-12-31$59,946,958
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$57,189,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$38,605,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$37,344,929
Value of interest in common/collective trusts at end of year2023-12-31$21,341,215
Value of interest in common/collective trusts at beginning of year2023-12-31$19,844,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,996,483
Net investment gain or loss from common/collective trusts2023-12-31$1,721,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,341,271
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GALLAGHER FLYNN & COMPANY
Accountancy firm EIN2023-12-31030225774
Total income from all sources (including contributions)2023-01-01$5,144,018
Total of all expenses incurred2023-01-01$2,386,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,341,271
Value of total assets at end of year2023-01-01$59,946,958
Value of total assets at beginning of year2023-01-01$57,189,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$45,654
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,425,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,425,707
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,500,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,757,093
Value of net assets at end of year (total assets less liabilities)2023-01-01$59,946,958
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$57,189,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$38,605,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$37,344,929
Value of interest in common/collective trusts at end of year2023-01-01$21,341,215
Value of interest in common/collective trusts at beginning of year2023-01-01$19,844,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,996,483
Net investment gain or loss from common/collective trusts2023-01-01$1,721,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,341,271
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01GALLAGHER FLYNN & COMPANY
Accountancy firm EIN2023-01-01030225774
2022 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-19,034,818
Total of all expenses incurred2022-12-31$2,150,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,094,387
Value of total assets at end of year2022-12-31$57,189,865
Value of total assets at beginning of year2022-12-31$78,375,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,135
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,502,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,502,848
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$56,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,185,340
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,189,865
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$78,375,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,344,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,179,009
Value of interest in common/collective trusts at end of year2022-12-31$19,844,936
Value of interest in common/collective trusts at beginning of year2022-12-31$27,196,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,157,219
Net investment gain or loss from common/collective trusts2022-12-31$-6,380,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,094,387
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GALLAGHER FLYNN & COMPANY
Accountancy firm EIN2022-12-31030225774
Total income from all sources (including contributions)2022-01-01$-19,034,818
Total of all expenses incurred2022-01-01$2,150,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,094,387
Value of total assets at end of year2022-01-01$57,189,865
Value of total assets at beginning of year2022-01-01$78,375,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$56,135
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,502,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,502,848
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,500,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Administrative expenses (other) incurred2022-01-01$56,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-21,185,340
Value of net assets at end of year (total assets less liabilities)2022-01-01$57,189,865
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$78,375,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$37,344,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$51,179,009
Value of interest in common/collective trusts at end of year2022-01-01$19,844,936
Value of interest in common/collective trusts at beginning of year2022-01-01$27,196,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-14,157,219
Net investment gain or loss from common/collective trusts2022-01-01$-6,380,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$2,094,387
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01GALLAGHER FLYNN & COMPANY
Accountancy firm EIN2022-01-01030225774
2021 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$805,550
Total of all expenses incurred2021-12-31$1,871,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,787,432
Value of total assets at end of year2021-12-31$78,375,205
Value of total assets at beginning of year2021-12-31$79,440,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,674
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,684,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,684,886
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$83,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,065,556
Value of net assets at end of year (total assets less liabilities)2021-12-31$78,375,205
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$79,440,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$51,179,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$51,676,215
Value of interest in common/collective trusts at end of year2021-12-31$27,196,196
Value of interest in common/collective trusts at beginning of year2021-12-31$27,764,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-1,192,989
Net investment gain or loss from common/collective trusts2021-12-31$313,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,787,432
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GALLAGHER FLYNN & COMPANY
Accountancy firm EIN2021-12-31030225774
2020 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$11,388,286
Total of all expenses incurred2020-12-31$1,805,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,714,742
Value of total assets at end of year2020-12-31$79,440,761
Value of total assets at beginning of year2020-12-31$69,858,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$90,912
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,529,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,529,235
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$90,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,582,632
Value of net assets at end of year (total assets less liabilities)2020-12-31$79,440,761
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$69,858,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$51,676,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,429,770
Value of interest in common/collective trusts at end of year2020-12-31$27,764,546
Value of interest in common/collective trusts at beginning of year2020-12-31$25,428,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,015,750
Net investment gain or loss from common/collective trusts2020-12-31$3,843,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,714,742
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GALLAGHER FLYNN & COMPANY
Accountancy firm EIN2020-12-31030225774
2019 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$11,707,063
Total of all expenses incurred2019-12-31$1,682,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,592,235
Value of total assets at end of year2019-12-31$69,858,129
Value of total assets at beginning of year2019-12-31$59,833,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,619
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,083,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,083,796
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$90,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,024,209
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,858,129
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,833,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,429,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,994,539
Value of interest in common/collective trusts at end of year2019-12-31$25,428,359
Value of interest in common/collective trusts at beginning of year2019-12-31$21,839,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,365,745
Net investment gain or loss from common/collective trusts2019-12-31$4,257,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,592,235
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GALLAGHER FLYNN & COMPANY
Accountancy firm EIN2019-12-31030225774
2018 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-1,309,369
Total of all expenses incurred2018-12-31$1,501,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,424,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,000,000
Value of total assets at end of year2018-12-31$59,833,920
Value of total assets at beginning of year2018-12-31$62,644,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$76,773
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,336,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,336,704
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$76,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,810,749
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,833,920
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$62,644,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,994,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$37,843,465
Value of interest in common/collective trusts at end of year2018-12-31$21,839,381
Value of interest in common/collective trusts at beginning of year2018-12-31$24,801,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,836,340
Net investment gain or loss from common/collective trusts2018-12-31$-809,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,424,607
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GALLAGHER FLYNN & COMPANY
Accountancy firm EIN2018-12-31030225774
2017 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$7,562,086
Total of all expenses incurred2017-12-31$1,445,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,381,648
Value of total assets at end of year2017-12-31$62,644,669
Value of total assets at beginning of year2017-12-31$56,528,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$63,946
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,184,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,184,953
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$63,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,116,492
Value of net assets at end of year (total assets less liabilities)2017-12-31$62,644,669
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,528,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$37,843,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$33,379,816
Value of interest in common/collective trusts at end of year2017-12-31$24,801,204
Value of interest in common/collective trusts at beginning of year2017-12-31$23,148,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,751,989
Net investment gain or loss from common/collective trusts2017-12-31$2,625,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,381,648
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GALLAGHER FLYNN AND COMPANY
Accountancy firm EIN2017-12-31030225774
2016 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$10,229,472
Total of all expenses incurred2016-12-31$1,322,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,269,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,200,000
Value of total assets at end of year2016-12-31$56,528,177
Value of total assets at beginning of year2016-12-31$47,621,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$53,205
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,103,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,103,321
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$44
Administrative expenses (other) incurred2016-12-31$53,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,907,110
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,528,177
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$47,621,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$33,379,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,985,202
Value of interest in common/collective trusts at end of year2016-12-31$23,148,361
Value of interest in common/collective trusts at beginning of year2016-12-31$19,635,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,129,001
Net investment gain or loss from common/collective trusts2016-12-31$1,797,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,269,157
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GALLAGHER FLYNN AND COMPANY
Accountancy firm EIN2016-12-31030225774
2015 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$579,687
Total of all expenses incurred2015-12-31$1,211,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,166,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,200,000
Value of total assets at end of year2015-12-31$47,621,067
Value of total assets at beginning of year2015-12-31$48,252,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,818
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$965,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$965,793
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$14,336
Administrative expenses (other) incurred2015-12-31$44,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-631,812
Value of net assets at end of year (total assets less liabilities)2015-12-31$47,621,067
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$48,252,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,985,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,084,205
Value of interest in common/collective trusts at end of year2015-12-31$19,635,865
Value of interest in common/collective trusts at beginning of year2015-12-31$21,168,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,379,316
Net investment gain or loss from common/collective trusts2015-12-31$-221,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,166,681
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GALLAGHER FLYNN AND COMPANY
Accountancy firm EIN2015-12-31030225774
2014 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,125,639
Total of all expenses incurred2014-12-31$1,092,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,051,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,200,000
Value of total assets at end of year2014-12-31$48,252,879
Value of total assets at beginning of year2014-12-31$43,219,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,643
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$880,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$880,168
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$40,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,032,998
Value of net assets at end of year (total assets less liabilities)2014-12-31$48,252,879
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,219,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,084,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,391,752
Value of interest in common/collective trusts at end of year2014-12-31$21,168,674
Value of interest in common/collective trusts at beginning of year2014-12-31$19,828,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,544,350
Net investment gain or loss from common/collective trusts2014-12-31$2,501,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,051,998
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GALLAGHER FLYNN AND COMPANY
Accountancy firm EIN2014-12-31030225774
2013 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,167,666
Total of all expenses incurred2013-12-31$975,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$945,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,200,000
Value of total assets at end of year2013-12-31$43,219,881
Value of total assets at beginning of year2013-12-31$39,028,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,626
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$479,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$479,692
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$30,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,191,677
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,219,881
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$39,028,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,391,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,556,019
Value of interest in common/collective trusts at end of year2013-12-31$19,828,129
Value of interest in common/collective trusts at beginning of year2013-12-31$24,472,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,554,475
Net investment gain or loss from common/collective trusts2013-12-31$1,933,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$945,363
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GALLAGHER FLYNN AND COMPANY
Accountancy firm EIN2013-12-31030225774
2012 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,738,178
Total of all expenses incurred2012-12-31$953,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$939,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,200,000
Value of total assets at end of year2012-12-31$39,028,204
Value of total assets at beginning of year2012-12-31$34,243,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,061
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$422,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$422,812
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$14,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,784,694
Value of net assets at end of year (total assets less liabilities)2012-12-31$39,028,204
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,243,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,556,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,707,261
Value of interest in common/collective trusts at end of year2012-12-31$24,472,185
Value of interest in common/collective trusts at beginning of year2012-12-31$21,536,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,541,299
Net investment gain or loss from common/collective trusts2012-12-31$2,574,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$939,423
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GALLAGHER FLYNN AND COMPANY
Accountancy firm EIN2012-12-31030225774
2011 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,835,329
Total of all expenses incurred2011-12-31$913,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$903,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,200,000
Value of total assets at end of year2011-12-31$34,243,510
Value of total assets at beginning of year2011-12-31$32,321,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,203
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$303,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$303,499
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$10,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,922,088
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,243,510
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,321,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,707,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,270,008
Value of interest in common/collective trusts at end of year2011-12-31$21,536,249
Value of interest in common/collective trusts at beginning of year2011-12-31$20,051,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-582,709
Net investment gain or loss from common/collective trusts2011-12-31$1,914,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$903,038
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GALLAGHER FLYNN AND COMPANY
Accountancy firm EIN2011-12-31030225774
2010 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,276,482
Total of all expenses incurred2010-12-31$850,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$838,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,200,000
Value of total assets at end of year2010-12-31$32,321,422
Value of total assets at beginning of year2010-12-31$27,895,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,703
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$334,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$334,348
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$11,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,426,195
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,321,422
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,895,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,270,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,235,973
Value of interest in common/collective trusts at end of year2010-12-31$20,051,414
Value of interest in common/collective trusts at beginning of year2010-12-31$16,659,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,083,473
Net investment gain or loss from common/collective trusts2010-12-31$2,658,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$838,584
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GALLAGHER FLYNN AND COMPANY
Accountancy firm EIN2010-12-31030225774
2009 : VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN

2023: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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