Form 5500 · Retirement plan · MONTPELIER, VT
ASPIRE LIVING & LEARNING, INC.
The filing calls this plan ASPIRE LIVING & LEARNING, INC. 403(B) PLAN.
ASPIRE LIVING & LEARNING, INC. of MONTPELIER, VT files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0284103 · plan 001 · plan year 2025, filed Jul 6, 2026
Plan brief
Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.
The contracts held $1,103,896 at the end of the plan year, as reported on Schedule A.
The filing discloses no agent commission on these contracts.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in March.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA | Annuity / GIC | 0 | March | — | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Annuity / GIC | 57 | December | $1,103,896 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 700 employees, 60 recordable cases, 175 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
From Schedule H of this filing.
We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.
Other plans filed by this employer
More employer plans in Vermont — largest plans, brokers, carriers and renewal months.