Defined Benefit (Pension) · DOL Form 5500 · 2023

Blue Cross and Blue Shield of Vermont Pension Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
311
Participants Below avg headcount
88th
Percentile by assets National rank
$210,651
Avg per participant Above avg balance/head
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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

$66M in assets, 311 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 $66M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,241 in Finance & Insurance (8,869 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 quartile of all filed plans by assets, $66M for 311 participants (~$210,651/participant), up 7.0% in 2023.

#7,241
in Finance & Insurance (8,869 peers)
+7.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont's outsized position by total assets

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$65,512,531 Top 12% higher than 88% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont reported net income fell from $13M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont reported participants fell from 354 in the plan year 2022 filing to 311 in the plan year 2023 filing.
  • Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont end-of-year assets rose from $61M in the plan year 2022 filing to $66M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030277307 · Blue Cross and Blue Shield of Vermont PY 2023 · Defined Benefit (Pension)

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont · $66M · 311 · 88th

  • BOOK $66M
  • VS-ST 311
  • BOY 88th
  • SCH Defined Benefit (Pension)
  • EBSA near Retail Clerks Specialty Stores Pension Fund
  • PART ind #7241

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Vermont →

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont in the asset neighbourhood

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of VermontNon-Contributory Retirement …$66MRetail Clerks Specialty Stores Pension FundRetail Clerks Specialty Stor…$65MThe Oregon Tool Retirement PlanThe Oregon Tool Retirement P…$65MRally Credit Union Defined Benefit PlanRally Credit Union Defined B…$65MSgl Group US Retirement Plan$65M
End-of-year total assets ($M) among Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$66M
Net Income$4M
Employer EIN030277307
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Blue Cross and Blue Shield of Vermont plans reported in each filing year

Latest sponsor-wide plan assets
$157M 21.672766665077013% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $129M $157M ▲ +21.7%
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 Scatter plot of 6 data points. 02004006008001000 0100200300400 Total assets ($M) Participants Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont, Total assets ($M): 65.512531 · Participants: 311Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of VermontNational Life Group Pension Plan for Employees, Total assets ($M): 322.826507 · Participants: 789National Life Group Pension Plan for EmployeesEmployees' Retirement Plan of Green Mountain Power Corporation, Total assets ($M): 144.600053 · Participants: 230Employees' Retirement Plan of Green Mountain Power CorporationCentral Vermont Medical Center Employees Pension Plan, Total assets ($M): 98.336256 · Participants: 451Central Vermont Medical Center Employees Pension PlanVermont Mutual Insurance Company Employees' Pension Plan, Total assets ($M): 59.946958 · Participants: 80Vermont Mutual Insurance Company Employees' Pension PlanVermont Electric Power Company Pension Plan, Total assets ($M): 27.727395 · Participants: 52Vermont Electric Power Company Pension Plan
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
Compare Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont side-by-side with 3 peers →

Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Vermont, the nearest Defined Benefit (Pension) by assets is Retail Clerks Specialty Stores Pension Fund in CA ($65M); by covered participants it is 21st Century Fox America Retirement Plan in NY (311 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (311 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont assets move in 2023? ▼
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont grew at a solid clip - up 7.0% during 2023, from $61M to $66M. Reported net income was $4M.
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 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile 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 Retail Clerks Specialty Stores Pension Fund in CA ($65M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount 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 covered participants is 21st Century Fox America Retirement Plan in NY (311 participants, $421M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.