Defined Benefit (Pension) · DOL Form 5500 · 2022

Blue Cross and Blue Shield of Vermont Pension Plan

Data updated 2026-08-11

$61M
Total assets: 354
Participants: 90th
Percentile by assets: $172,926
Avg per participant

Official DOL plan name: Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont · Sponsored by Blue Cross and Blue Shield of Vermont · Vermont · Finance & Insurance

$61M in assets, 354 participants

Blue Cross and Blue Shield of Vermont's Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont reported $61M in total assets and 354 participants in its 2022 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

90th percentile by assets (of 139,126 plans)
#7,697 in Finance & Insurance (9,261 peers)

Where Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont sits by assets

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont sits in the top 10% of all filed plans by assets, $61M for 354 participants (~$172,926/participant), up 27.5% in 2022.

$61M
total plan assets (2022 EOY): 354
covered participants: 90th
percentile by assets (of 139,126 plans): $172,926
avg assets per participant

State

Vermont

Industry

Finance & Insurance

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont vs the 2022 asset distribution

By assets, Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$48M
Net Assets (End of Year)	$61M
Net Income	$13M
Employer EIN	030277307
Plan Effective Date	1988-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield of Vermont)

Total plan assets by year, all Blue Cross and Blue Shield of Vermont plans on file

Year	Plans	Participants	Total Assets
2022	2	766	$129M
2023	2	717	$146M
2024	2	740	$157M

Nearby Defined Benefit (Pension) Plans in Vermont

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants

National Life Group Pension Plan for Employees $310M · 856
Employees' Retirement Plan of Green Mountain Power Corporation $137M · 284
Central Vermont Medical Center Employees Pension Plan $125M · 403
The Rutland Hospital, Inc. Ret. Income Plan $101M · 240
Vermont Mutual Insurance Company Employees' Pension Plan $57M · 83

Compare Non-Contributory Retirement Program for … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont by total assets, not by location.

B&g Foods Ankeny, Ia Pension Plan (NJ) $61M · 223
Essendant Union Employees' Pension Plan (IL) $61M · 353
Houghton International Inc. Pension Plan (PA) $61M · 82
Plumbers & Pipefitters Local Union 719 Pension Fund (FL) $61M · 203

Frequently Asked Questions

How did Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont assets move in 2022? ▼

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont grew sharply - up 27.5% during 2022, from $48M to $61M. Reported net income was $13M.

How have Blue Cross and Blue Shield of Vermont plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield of Vermont's sponsor-wide assets grew 21.7%, from $129M to $157M.

Where does Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont rank by assets among Form 5500 filers? ▼

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is B&g Foods Ankeny, Ia Pension Plan in NJ ($61M, 223 participants).

Next read for Non-Contributory Retirement Program for …

Scale reading

Ways to act on Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont's numbers.

By total assets, Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Vermont. Compare plans
Blue Cross and Blue Shield of Vermont's sponsor-wide assets have grown 21.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030277307.