Form 5500 · Employee benefit plan · BETHEL, VT
NOLATO GW, INC.
NOLATO GW, INC. of BETHEL, VT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0286604 · plan 506 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 280 people.
Reported premium across the insured contracts is $430,468, with $9,324 in disclosed broker commissions — about 2.2% of premium.
The most recent policy period ended in April, and the plan year ends April 30. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing — SUN LIFE ASSURANCE COMPANY OF CANADA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. and SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) — with SUN LIFE ASSURANCE COMPANY OF CANADA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 280 | April | $390,067 | $9,324 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 523 | April | $40,024 | $0 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.) | — | 1 | April | $377 | $0 |
More employer plans in Vermont — largest plans, brokers, carriers and renewal months.