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| Plan Name | VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | HEATHER SCHMIDT | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | HEATHER SCHMIDT | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | HEATHER SCHMIDT | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | HEATHER SCHMIDT | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | HEATHER SCHMIDT | SUSAN CHICOINE | 2018-10-04 | |
| 001 | 2016-01-01 | HEATHER SCHMIDT | SUSAN CHICOINE | 2017-09-12 | |
| 001 | 2015-01-01 | HEATHER SCHMIDT | SUSAN CHICOINE | 2016-08-19 | |
| 001 | 2014-01-01 | HEATHER SCHMIDT | SUSAN CHICOINE | 2015-09-29 | |
| 001 | 2013-01-01 | HEATHER SCHMIDT | SUSAN CHICOINE | 2014-10-06 | |
| 001 | 2012-01-01 | HEATHER SCHMIDT | SUSAN CHICOINE | 2013-09-13 | |
| 001 | 2011-01-01 | HEATHER SCHMIDT | BRIAN EAGAN | 2012-07-25 | |
| 001 | 2009-01-01 | HEATHER SCHMIDT | BRIAN EAGAN | 2010-09-14 |
| Measure | Date | Value |
|---|---|---|
| 2023: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 264 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 113 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 65 |
| Total of all active and inactive participants | 2023-01-01 | 248 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 16 |
| Total participants | 2023-01-01 | 264 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2022 401k membership | ||
| Market value of plan assets | 2022-12-31 | 78,375,205 |
| Acturial value of plan assets | 2022-12-31 | 77,446,596 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 18,150,466 |
| Number of terminated vested participants | 2022-12-31 | 72 |
| Fundng target for terminated vested participants | 2022-12-31 | 11,008,287 |
| Active participant vested funding target | 2022-12-31 | 20,685,670 |
| Number of active participants | 2022-12-31 | 83 |
| Total funding liabilities for active participants | 2022-12-31 | 20,861,223 |
| Total participant count | 2022-12-31 | 272 |
| Total funding target for all participants | 2022-12-31 | 50,019,976 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 9,088,553 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 21,288,945 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 1,256,311 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 7,832,242 |
| Amount remaining of prefunding balance | 2022-12-31 | 21,288,945 |
| Present value of excess contributions | 2022-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 7,904,299 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 21,484,803 |
| Total employer contributions | 2022-12-31 | 0 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 1,389,800 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 1,389,800 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 1,389,800 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 272 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 80 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 108 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 62 |
| Total of all active and inactive participants | 2022-01-01 | 250 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 14 |
| Total participants | 2022-01-01 | 264 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2021 401k membership | ||
| Market value of plan assets | 2021-12-31 | 79,440,761 |
| Acturial value of plan assets | 2021-12-31 | 71,496,685 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 17,822,355 |
| Number of terminated vested participants | 2021-12-31 | 69 |
| Fundng target for terminated vested participants | 2021-12-31 | 7,850,641 |
| Active participant vested funding target | 2021-12-31 | 20,626,785 |
| Number of active participants | 2021-12-31 | 87 |
| Total funding liabilities for active participants | 2021-12-31 | 20,820,274 |
| Total participant count | 2021-12-31 | 274 |
| Total funding target for all participants | 2021-12-31 | 46,493,270 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 9,193,918 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 18,294,187 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 1,383,870 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 7,810,048 |
| Amount remaining of prefunding balance | 2021-12-31 | 18,294,187 |
| Present value of excess contributions | 2021-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 9,088,553 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 21,288,945 |
| Total employer contributions | 2021-12-31 | 0 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 1,256,311 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 1,256,311 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 1,256,311 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 274 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 83 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 102 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 72 |
| Total of all active and inactive participants | 2021-01-01 | 257 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 15 |
| Total participants | 2021-01-01 | 272 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2020 401k membership | ||
| Market value of plan assets | 2020-12-31 | 69,858,129 |
| Acturial value of plan assets | 2020-12-31 | 65,861,564 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 17,681,850 |
| Number of terminated vested participants | 2020-12-31 | 76 |
| Fundng target for terminated vested participants | 2020-12-31 | 6,636,203 |
| Active participant vested funding target | 2020-12-31 | 20,708,254 |
| Number of active participants | 2020-12-31 | 90 |
| Total funding liabilities for active participants | 2020-12-31 | 20,892,835 |
| Total participant count | 2020-12-31 | 274 |
| Total funding target for all participants | 2020-12-31 | 45,210,888 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 9,196,730 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 15,285,918 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 1,514,646 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 7,682,084 |
| Amount remaining of prefunding balance | 2020-12-31 | 15,285,918 |
| Present value of excess contributions | 2020-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 9,193,918 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 18,294,187 |
| Total employer contributions | 2020-12-31 | 0 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 1,383,870 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,383,870 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 1,383,870 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 274 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 87 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 102 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 69 |
| Total of all active and inactive participants | 2020-01-01 | 258 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 16 |
| Total participants | 2020-01-01 | 274 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2019 401k membership | ||
| Market value of plan assets | 2019-12-31 | 59,833,920 |
| Acturial value of plan assets | 2019-12-31 | 61,870,808 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 16,523,693 |
| Number of terminated vested participants | 2019-12-31 | 80 |
| Fundng target for terminated vested participants | 2019-12-31 | 4,920,170 |
| Active participant vested funding target | 2019-12-31 | 20,240,347 |
| Number of active participants | 2019-12-31 | 95 |
| Total funding liabilities for active participants | 2019-12-31 | 20,436,890 |
| Total participant count | 2019-12-31 | 274 |
| Total funding target for all participants | 2019-12-31 | 41,880,753 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 10,928,816 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 15,894,684 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 1,365,823 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 9,562,993 |
| Amount remaining of prefunding balance | 2019-12-31 | 15,894,684 |
| Present value of excess contributions | 2019-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 9,196,730 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 15,285,918 |
| Total employer contributions | 2019-12-31 | 0 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 1,514,646 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,514,646 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 1,514,646 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 274 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 90 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 95 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 76 |
| Total of all active and inactive participants | 2019-01-01 | 261 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 13 |
| Total participants | 2019-01-01 | 274 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2018 401k membership | ||
| Market value of plan assets | 2018-12-31 | 63,608,982 |
| Acturial value of plan assets | 2018-12-31 | 60,150,729 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 14,784,866 |
| Number of terminated vested participants | 2018-12-31 | 81 |
| Fundng target for terminated vested participants | 2018-12-31 | 4,194,493 |
| Active participant vested funding target | 2018-12-31 | 19,514,480 |
| Number of active participants | 2018-12-31 | 102 |
| Total funding liabilities for active participants | 2018-12-31 | 19,741,642 |
| Total participant count | 2018-12-31 | 274 |
| Total funding target for all participants | 2018-12-31 | 38,721,001 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 11,001,952 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 13,102,954 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 1,367,097 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 9,634,855 |
| Amount remaining of prefunding balance | 2018-12-31 | 13,102,954 |
| Present value of excess contributions | 2018-12-31 | 909,815 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,032,003 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,032,003 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 10,928,816 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 15,894,684 |
| Total employer contributions | 2018-12-31 | 0 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 1,365,823 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,365,823 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 1,365,823 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 274 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 95 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 87 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 80 |
| Total of all active and inactive participants | 2018-01-01 | 262 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 12 |
| Total participants | 2018-01-01 | 274 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2017 401k membership | ||
| Market value of plan assets | 2017-12-31 | 56,528,176 |
| Acturial value of plan assets | 2017-12-31 | 56,843,613 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 13,515,906 |
| Number of terminated vested participants | 2017-12-31 | 83 |
| Fundng target for terminated vested participants | 2017-12-31 | 3,989,565 |
| Active participant vested funding target | 2017-12-31 | 16,862,874 |
| Number of active participants | 2017-12-31 | 107 |
| Total funding liabilities for active participants | 2017-12-31 | 17,107,170 |
| Total participant count | 2017-12-31 | 277 |
| Total funding target for all participants | 2017-12-31 | 34,612,641 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 10,153,149 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 7,056,744 |
| Amount remaining of carryover balance | 2017-12-31 | 10,153,149 |
| Amount remaining of prefunding balance | 2017-12-31 | 7,056,744 |
| Present value of excess contributions | 2017-12-31 | 5,138,695 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 5,456,266 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 5,456,266 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 11,001,952 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 13,102,954 |
| Total employer contributions | 2017-12-31 | 1,000,000 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 909,815 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 1,367,097 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,367,097 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 1,367,097 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 909,815 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 277 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 102 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 82 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 81 |
| Total of all active and inactive participants | 2017-01-01 | 265 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 9 |
| Total participants | 2017-01-01 | 274 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2016 401k membership | ||
| Market value of plan assets | 2016-12-31 | 47,621,067 |
| Acturial value of plan assets | 2016-12-31 | 49,107,361 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 12,612,984 |
| Number of terminated vested participants | 2016-12-31 | 79 |
| Fundng target for terminated vested participants | 2016-12-31 | 3,465,252 |
| Active participant vested funding target | 2016-12-31 | 15,100,725 |
| Number of active participants | 2016-12-31 | 83 |
| Total funding liabilities for active participants | 2016-12-31 | 15,352,335 |
| Total participant count | 2016-12-31 | 279 |
| Total funding target for all participants | 2016-12-31 | 31,430,571 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 10,295,223 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 6,514,544 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 10,295,223 |
| Amount remaining of prefunding balance | 2016-12-31 | 6,514,544 |
| Present value of excess contributions | 2016-12-31 | 594,359 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 632,101 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 632,101 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 10,153,149 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 7,056,744 |
| Total employer contributions | 2016-12-31 | 6,200,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 5,872,067 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 1,200,269 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 733,372 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 733,372 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 5,872,067 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 279 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 107 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 75 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 83 |
| Total of all active and inactive participants | 2016-01-01 | 265 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 12 |
| Total participants | 2016-01-01 | 277 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 279 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 117 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 71 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 79 |
| Total of all active and inactive participants | 2015-01-01 | 267 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 12 |
| Total participants | 2015-01-01 | 279 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 280 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 120 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 68 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 79 |
| Total of all active and inactive participants | 2014-01-01 | 267 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 12 |
| Total participants | 2014-01-01 | 279 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 280 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 125 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 65 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 79 |
| Total of all active and inactive participants | 2013-01-01 | 269 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 11 |
| Total participants | 2013-01-01 | 280 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 280 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 128 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 62 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 81 |
| Total of all active and inactive participants | 2012-01-01 | 271 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 9 |
| Total participants | 2012-01-01 | 280 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 280 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 136 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 61 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 76 |
| Total of all active and inactive participants | 2011-01-01 | 273 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 7 |
| Total participants | 2011-01-01 | 280 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 284 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 147 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 55 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 71 |
| Total of all active and inactive participants | 2009-01-01 | 273 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 8 |
| Total participants | 2009-01-01 | 281 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 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 incurred | 2023-12-31 | $2,386,925 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,341,271 |
| Value of total assets at end of year | 2023-12-31 | $59,946,958 |
| Value of total assets at beginning of year | 2023-12-31 | $57,189,865 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $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 year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,425,707 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $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) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $38,605,743 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $37,344,929 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $21,341,215 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $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 trusts | 2023-12-31 | $1,721,828 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,341,271 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | GALLAGHER FLYNN & COMPANY |
| Accountancy firm EIN | 2023-12-31 | 030225774 |
| Total income from all sources (including contributions) | 2023-01-01 | $5,144,018 |
| Total of all expenses incurred | 2023-01-01 | $2,386,925 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $2,341,271 |
| Value of total assets at end of year | 2023-01-01 | $59,946,958 |
| Value of total assets at beginning of year | 2023-01-01 | $57,189,865 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $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 year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $1,425,707 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $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) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $38,605,743 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $37,344,929 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $21,341,215 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $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 trusts | 2023-01-01 | $1,721,828 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $2,341,271 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | GALLAGHER FLYNN & COMPANY |
| Accountancy firm EIN | 2023-01-01 | 030225774 |
| 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 incurred | 2022-12-31 | $2,150,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,094,387 |
| Value of total assets at end of year | 2022-12-31 | $57,189,865 |
| Value of total assets at beginning of year | 2022-12-31 | $78,375,205 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $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 year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,502,848 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $37,344,929 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $51,179,009 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $19,844,936 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-6,380,447 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,094,387 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | GALLAGHER FLYNN & COMPANY |
| Accountancy firm EIN | 2022-12-31 | 030225774 |
| Total income from all sources (including contributions) | 2022-01-01 | $-19,034,818 |
| Total of all expenses incurred | 2022-01-01 | $2,150,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $2,094,387 |
| Value of total assets at end of year | 2022-01-01 | $57,189,865 |
| Value of total assets at beginning of year | 2022-01-01 | $78,375,205 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $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 year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $1,502,848 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Administrative expenses (other) incurred | 2022-01-01 | $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 appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-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) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $37,344,929 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $51,179,009 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $19,844,936 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $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 trusts | 2022-01-01 | $-6,380,447 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $2,094,387 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | GALLAGHER FLYNN & COMPANY |
| Accountancy firm EIN | 2022-01-01 | 030225774 |
| 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 incurred | 2021-12-31 | $1,871,106 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,787,432 |
| Value of total assets at end of year | 2021-12-31 | $78,375,205 |
| Value of total assets at beginning of year | 2021-12-31 | $79,440,761 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $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 year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,684,886 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-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) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $51,179,009 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $51,676,215 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $27,196,196 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $313,653 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,787,432 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | GALLAGHER FLYNN & COMPANY |
| Accountancy firm EIN | 2021-12-31 | 030225774 |
| 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 incurred | 2020-12-31 | $1,805,654 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,714,742 |
| Value of total assets at end of year | 2020-12-31 | $79,440,761 |
| Value of total assets at beginning of year | 2020-12-31 | $69,858,129 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $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 year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,529,235 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $51,676,215 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $44,429,770 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $27,764,546 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $3,843,301 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,714,742 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | GALLAGHER FLYNN & COMPANY |
| Accountancy firm EIN | 2020-12-31 | 030225774 |
| 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 incurred | 2019-12-31 | $1,682,854 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,592,235 |
| Value of total assets at end of year | 2019-12-31 | $69,858,129 |
| Value of total assets at beginning of year | 2019-12-31 | $59,833,920 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $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 year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,083,796 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $44,429,770 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $37,994,539 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $25,428,359 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $4,257,522 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,592,235 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | GALLAGHER FLYNN & COMPANY |
| Accountancy firm EIN | 2019-12-31 | 030225774 |
| 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 incurred | 2018-12-31 | $1,501,380 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $59,833,920 |
| Value of total assets at beginning of year | 2018-12-31 | $62,644,669 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $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 year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,336,704 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $37,994,539 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $37,843,465 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $21,839,381 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $-809,733 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,424,607 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | GALLAGHER FLYNN & COMPANY |
| Accountancy firm EIN | 2018-12-31 | 030225774 |
| 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 incurred | 2017-12-31 | $1,445,594 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,381,648 |
| Value of total assets at end of year | 2017-12-31 | $62,644,669 |
| Value of total assets at beginning of year | 2017-12-31 | $56,528,177 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $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 year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,184,953 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $37,843,465 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $33,379,816 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $24,801,204 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $2,625,144 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,381,648 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | GALLAGHER FLYNN AND COMPANY |
| Accountancy firm EIN | 2017-12-31 | 030225774 |
| 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 incurred | 2016-12-31 | $1,322,362 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $56,528,177 |
| Value of total assets at beginning of year | 2016-12-31 | $47,621,067 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $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 year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,103,321 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Other income not declared elsewhere | 2016-12-31 | $44 |
| Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $33,379,816 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $27,985,202 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $23,148,361 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $1,797,106 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $6,200,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,269,157 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | GALLAGHER FLYNN AND COMPANY |
| Accountancy firm EIN | 2016-12-31 | 030225774 |
| 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 incurred | 2015-12-31 | $1,211,499 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $47,621,067 |
| Value of total assets at beginning of year | 2015-12-31 | $48,252,879 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $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 year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $965,793 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Other income not declared elsewhere | 2015-12-31 | $14,336 |
| Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $27,985,202 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $27,084,205 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $19,635,865 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $-221,126 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,200,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,166,681 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | GALLAGHER FLYNN AND COMPANY |
| Accountancy firm EIN | 2015-12-31 | 030225774 |
| 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 incurred | 2014-12-31 | $1,092,641 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $48,252,879 |
| Value of total assets at beginning of year | 2014-12-31 | $43,219,881 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $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 year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $880,168 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $27,084,205 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $23,391,752 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $21,168,674 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $2,501,121 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,200,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,051,998 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | GALLAGHER FLYNN AND COMPANY |
| Accountancy firm EIN | 2014-12-31 | 030225774 |
| 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 incurred | 2013-12-31 | $975,989 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $43,219,881 |
| Value of total assets at beginning of year | 2013-12-31 | $39,028,204 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $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 year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $479,692 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $23,391,752 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $14,556,019 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $19,828,129 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $1,933,499 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,200,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $945,363 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | GALLAGHER FLYNN AND COMPANY |
| Accountancy firm EIN | 2013-12-31 | 030225774 |
| 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 incurred | 2012-12-31 | $953,484 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $39,028,204 |
| Value of total assets at beginning of year | 2012-12-31 | $34,243,510 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $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 year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $422,812 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $14,556,019 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $12,707,261 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $24,472,185 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $2,574,067 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,200,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $939,423 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | GALLAGHER FLYNN AND COMPANY |
| Accountancy firm EIN | 2012-12-31 | 030225774 |
| 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 incurred | 2011-12-31 | $913,241 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $34,243,510 |
| Value of total assets at beginning of year | 2011-12-31 | $32,321,422 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $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 year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $303,499 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $12,707,261 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $12,270,008 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $21,536,249 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $1,914,539 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,200,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $903,038 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | GALLAGHER FLYNN AND COMPANY |
| Accountancy firm EIN | 2011-12-31 | 030225774 |
| 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 incurred | 2010-12-31 | $850,287 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $32,321,422 |
| Value of total assets at beginning of year | 2010-12-31 | $27,895,227 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $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 year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $334,348 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
| Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $12,270,008 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $11,235,973 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $20,051,414 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $16,659,254 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $2,658,661 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,200,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $838,584 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | GALLAGHER FLYNN AND COMPANY |
| Accountancy firm EIN | 2010-12-31 | 030225774 |
| 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 securities | 2009-12-31 | $0 |
| 2023: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: VERMONT MUTUAL INSURANCE COMPANY EMPLOYEES' PENSION PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |