DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Vermont Mutual Insurance Company Employees' Pension Plan

Corporate pensionMontpelier, VT
Assets
$57.7M
Total assets, Dec 31, 2024 reported
Funded
80.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Vermont Mutual Insurance Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Common/collective trusts 35.5%
  • Registered investment companies 64.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Transamerica Collective Trust Fundscollective trustTransamericaPooled vehicles$20.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Transamerica Collective Trust Fundscollective trustTransamericaPooled vehicles$21.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Transamerica Collective Trust Fundscollective trustTransamericaPooled vehicles$19.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
27 readings
Total assets
$57.7M Dec 31, 2024 reported Form 5500
$59.9M (2023-12) · $57.2M (2022-12)
Plan assets
$59.9M Jan 1, 2024 reported Form 5500
$57.2M (2023-01) · $78.4M (2022-01)
Net assets
$57.7M Dec 31, 2024 reported Form 5500
$59.9M (2023-12) · $57.2M (2022-12)
Funded ratio
80.0% Jan 1, 2024 reported Form 5500
78.3% (2023-01) · 96.1% (2022-01)
Funding target
$55.6M Jan 1, 2024 reported Form 5500
$53.4M (2023-01) · $50.0M (2022-01)
Discount rate
5.18% Jan 1, 2024 reported Form 5500
5.26% (2023-01) · 5.43% (2022-01)
Participants
264 Jan 1, 2024 reported Form 5500
264 (2023-01) · 272 (2022-01)
Benefits paid
$2.6M Dec 31, 2024 reported Form 5500
$2.3M (2023-12) · $2.1M (2022-12)
Net investment income
$-2.2M Dec 31, 2024 reported Form 5500
$2.8M (2023-12) · $-21.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024264$59.9M$55.6M80.0%$57.7Mn/an/an/a
2023 to Dec 31, 2023264$57.2M$53.4M78.3%$59.9Mn/an/an/a
2022 to Dec 31, 2022272$78.4M$50.0M96.1%$57.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jan 1, 2023Funded status changed
    Vermont Mutual Insurance Company Employees' Pension Plan funded ratio 96.1% -> 78.3% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Vermont Mutual Insurance Company Employees' Pension Plan plan assets $78M -> $57M (-27.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 030164650-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.