Defined Benefit (Pension) · DOL Form 5500 · 2024
Blue Cross and Blue Shield of Vermont Pension Plan
Data updated 2026-08-11
- $64M
- Total assets
- 324
- Participants
- 87th
- Percentile by assets
- $197,408
- 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
$64M in assets, 324 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 $64M in total assets and 324 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #6,805 in Finance & Insurance (8,549 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, $64M for 324 participants (~$197,408/participant), down 2.4% in 2024.
- $64M
- total plan assets (2024 EOY)
- 324
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $197,408
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont reported net income fell from $4M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont reported participants rose from 311 in the plan year 2023 filing to 324 in the plan year 2024 filing.
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont end-of-year assets fell from $66M in the plan year 2023 filing to $64M in the plan year 2024 filing.
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont vs the 2024 asset distribution
By assets, Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | -$2M |
| Employer EIN | 030277307 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Blue Cross and Blue Shield of Vermont)
| 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 $309M · 726
- Employees' Retirement Plan of Green Mountain Power Corporation $149M · 214
- Vermont Mutual Insurance Company Employees' Pension Plan $58M · 70
- Vermont Electric Power Company Pension Plan $29M · 51
- Heritage Family Federal Credit Union Defined Benefit Plan and Trust $22M · 104
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.
Frequently Asked Questions
How did Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont assets move in 2024? ▼
How have Blue Cross and Blue Shield of Vermont plan assets changed over time? ▼
Where does Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont rank by assets among Form 5500 filers? ▼
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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 quartile 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