Form 5500 · Employee benefit plan · MORRISVILLE, VT
UNION BANKSHARES, INC.
Public Form 5500 records show how UNION BANKSHARES, INC. (MORRISVILLE, VT) structures its employee benefits. Its broker of record is ACRISURE NEW ENGLAND PTRS INS SVCS. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0283552 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 192 | December | $3,840 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 181 | December | $3,678 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 181 | December | $3,158 |
Questions
Who is UNION BANKSHARES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, UNION BANKSHARES, INC.'s broker of record is ACRISURE NEW ENGLAND PTRS INS SVCS.
What insurance carrier does UNION BANKSHARES, INC. use?
UNION BANKSHARES, INC.'s benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does UNION BANKSHARES, INC.'s group plan renew?
The most recent Schedule A policy period for UNION BANKSHARES, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UNION BANKSHARES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.