Defined Benefit (Pension) · DOL Form 5500 · 2024
Blue Cross and Blue Shield of Vermont Pension Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 324
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $197,408
- Avg per participant Above avg balance/head
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.
- #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.
- #6,805
- in Finance & Insurance (8,549 peers)
- -2.4%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
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.
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 2024 · DOL Form 5500
$63,960,179 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont among mid-size filed plans by headcount
Plan-year 2024 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 (324 participants).
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.
Plan-year Form 5500 strip
Filing strip 030277307 · Blue Cross and Blue Shield of Vermont PY 2024 · Defined Benefit (Pension)
Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont · $64M · 324 · 87th
- BOOK $64M
- VS-ST 324
- BOY 87th
- SCH Defined Benefit (Pension)
- EBSA near Laborers of Delaware Local Union No. 199 Pension Plan
- PART ind #6805
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
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)
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
| 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.
- 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
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 Laborers of Delaware Local Union No. 199 Pension Plan in PA ($64M); by covered participants it is Local 553 Pension Fund in NY (324 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
Similar participant headcount
Nearest other-state filings by covered participants (324 participants); asset peers above are excluded.
- Local 553 Pension Fund (NY) 324 · 0 off
- Pension Plan for Salaried Employees of Alcon (TX) 325 · 1 off
- Texas Oncology P.a. Cash Balance Pension Plan (TX) 323 · 1 off
- Sumitomo Machinery Corporation of America Pension Plan (VA) 325 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.