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Form 5500 · Employee benefit plan · SUNDERLAND, VT

THE ORVIS COMPANY, INC.

THE ORVIS COMPANY, INC. of SUNDERLAND, 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 STANDARD INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0215459 · plan 501 · as of Jul 2026

Participants
860
Carriers on file
3
Disclosed commissions
$58,439
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
STANDARD INSURANCE COMPANYLife, Disability786December$53,335
STANDARD INSURANCE COMPANY34December$4,203
FEDERAL INSURANCE COMPANY786December$901

Questions

Who is THE ORVIS COMPANY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, THE ORVIS COMPANY, INC.'s broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does THE ORVIS COMPANY, INC. use?

THE ORVIS COMPANY, INC.'s benefit plan is written through STANDARD INSURANCE COMPANY, among 3 disclosed carriers.

When does THE ORVIS COMPANY, INC.'s group plan renew?

The most recent Schedule A policy period for THE ORVIS COMPANY, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from THE ORVIS COMPANY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.