Form 5500 · Employee benefit plan · SUNDERLAND, VT
THE ORVIS COMPANY, INC.
Public Form 5500 records show how THE ORVIS COMPANY, INC. of SUNDERLAND, VT, a retail employer, structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through STANDARD INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0215459 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering life and disability; the largest, with STANDARD INSURANCE COMPANY, covers 786 people.
Reported premium across the insured contracts is $519,160, with $58,439 in disclosed broker commissions — about 11% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on all 3 contracts.
Two carriers split the book: STANDARD INSURANCE COMPANY and FEDERAL INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | Life, Disability | 786 | December | $492,127 | $53,335 |
| STANDARD INSURANCE COMPANY | — | 34 | December | $21,029 | $4,203 |
| FEDERAL INSURANCE COMPANY | — | 786 | December | $6,004 | $901 |
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.
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