National Life Insurance Company

Fort Worth, TX

Missouri

Registered In

04/05/1889

Incorp. Date

Foreign

Registration Type

Vermont

Foreign Jurisdiction

Company Summary

National Life Insurance Company at 1 National Life Dr, Montpelier, Vt 05604 lists Mehran Assadi, and Eric Sandberg, of Montpelier, VT as associates.

Registered In: Missouri
Incorporation Date: 04/05/1889
Registration Type: Foreign
Foreign Jurisdiction: Vermont
Company Type: Insurance Company
Status: Good Standing
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C T Corporation System Registered Agent	120 S CENTRAL AVE, CLAYTON, MO 63105
Mehran Assadi, President	ONE NATIONAL LIFE DR, MONTPELIER, VT 05604
Eric Sandberg, CFO	1 NATIONAL LIFE DR, MONTPELIER, VT 05604
Thomas Macleay, Director	ONE NATIONAL LIFE DR, MONTPELIER, VT 05604
Roger Porter, Director	ONE NATIONAL LIFE DR, MONTPELIER, VT 05604
Bruce Lisman, Director	ONE NATIONAL LIFE DR, MONTPELIER, VT 05604
Carol A. Carlson, Director	ONE NATIONAL LIFE DR, MONTPELIER, VT 05604
Mehran Assadi, Director	ONE NATIONAL LIFE DR, MONTPELIER, VT 05604
Yvette Bright, Director	ONE NATIONAL LIFE DR, MONTPELIER, VT 05604
David Coates, Director	ONE NATIONAL LIFE DR, MONTPELIER, VT 05604

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1 NATIONAL LIFE DR, MONTPELIER, VT 05604 View Map
ONE NATIONAL LIFE DR, MONTPELIER, VT 05604 View Map

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Financial Information for National Life Insurance Company

Form 5500

NATIONAL LIFE INSURANCE COMPANY

One National Life Drive, Montpelier, Vt 05604 (802) 229-3333 EIN:03-0144090 Plan Admin:Benefits Invest & Admin Committee Of National Life Group

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameNATIONAL LIFE GROUP 401(K) PLAN Plan #004 Participants BOY/EOY1,958 / 1,935 Assets BOY/EOY$299,792,293 / $259,900,906	2022	NATIONAL LIFE GROUP 401(K) PLAN - Plan #004	1,958 / 1,935	$299,792,293 / $259,900,906
2022	Plan NameNATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN Plan #005 Participants BOY/EOY826 / 795 Assets BOY/EOY$68,878,566 / $57,403,967	2022	NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT PLAN - Plan #005	826 / 795	$68,878,566 / $57,403,967
2022	Plan NameNATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN Plan #333 Participants BOY/EOY64 / 65 Assets BOY/EOY$16,003,225 / $12,430,750	2022	NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN - Plan #333	64 / 65	$16,003,225 / $12,430,750
2022	Plan NameNATIONAL LIFE INSURANCE COMPANY GROUP BUSINESS ACCIDENT PLAN Plan #503 Participants BOY/EOY1,141 / 0 Assets BOY/EOY$0 / $0	2022	NATIONAL LIFE INSURANCE COMPANY GROUP BUSINESS ACCIDENT PLAN - Plan #503	1,141 / 0	$0 / $0
2022	Plan NameNATIONAL LIFE INSURANCE COMPANY SUPPLEMENTAL SURVIVOR BENEFIT PLAN Plan #517 Participants BOY/EOY363 / 0 Assets BOY/EOY$0 / $0	2022	NATIONAL LIFE INSURANCE COMPANY SUPPLEMENTAL SURVIVOR BENEFIT PLAN - Plan #517	363 / 0	$0 / $0
2022	Plan NameNATIONAL LIFE GROUP MEDICAL REIMBURSEMENT PLAN FOR EMPLOYEES Plan #513 Participants BOY/EOY219 / 0 Assets BOY/EOY$0 / $0	2022	NATIONAL LIFE GROUP MEDICAL REIMBURSEMENT PLAN FOR EMPLOYEES - Plan #513	219 / 0	$0 / $0
2022	Plan NameNATIONAL LIFE GROUP VISION CARE PLAN FOR EMPLOYEES Plan #512 Participants BOY/EOY1,162 / 0 Assets BOY/EOY$0 / $0	2022	NATIONAL LIFE GROUP VISION CARE PLAN FOR EMPLOYEES - Plan #512	1,162 / 0	$0 / $0
2022	Plan NameNATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLAN Plan #501 Participants BOY/EOY1,082 / 0 Assets BOY/EOY$0 / $0	2022	NATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLAN - Plan #501	1,082 / 0	$0 / $0
2022	Plan NameNATIONAL LIFE INSURANCE COMPANY ADOPTION ASSISTANCE PROGRAM Plan #510 Participants BOY/EOY1,211 / 0 Assets BOY/EOY$0 / $0	2022	NATIONAL LIFE INSURANCE COMPANY ADOPTION ASSISTANCE PROGRAM - Plan #510	1,211 / 0	$0 / $0
2022	Plan NameNATIONAL LIFE INSURANCE COMPANY SHORT TERM DISABILITY PROGRAM Plan #509 Participants BOY/EOY1,139 / 0 Assets BOY/EOY$0 / $0	2022	NATIONAL LIFE INSURANCE COMPANY SHORT TERM DISABILITY PROGRAM - Plan #509	1,139 / 0	$0 / $0
2022	Plan NameNATIONAL LIFE GROUP LIFE INSURANCE PLAN FOR EMPLOYEES Plan #505 Participants BOY/EOY1,639 / 0 Assets BOY/EOY$0 / $0	2022	NATIONAL LIFE GROUP LIFE INSURANCE PLAN FOR EMPLOYEES - Plan #505	1,639 / 0	$0 / $0
2022	Plan NameNATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLAN Plan #501 Participants BOY/EOY1,077 / 0 Assets BOY/EOY$0 / $0	2022	NATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLAN - Plan #501	1,077 / 0	$0 / $0
2022	Plan NameNATIONAL LIFE INSURANCE COMPANY LONG TERM DISABILITY PLAN FOR HOME OFFICE EMPLOYEES Plan #506 Participants BOY/EOY1,139 / 0 Assets BOY/EOY$0 / $0	2022	NATIONAL LIFE INSURANCE COMPANY LONG TERM DISABILITY PLAN FOR HOME OFFICE EMPLOYEES - Plan #506	1,139 / 0	$0 / $0
2021	Plan NameNATIONAL LIFE GROUP 401(K) PLAN Plan #004 Participants BOY/EOY1,924 / 1,958 Assets BOY/EOY$275,167,812 / $299,792,293	2021	NATIONAL LIFE GROUP 401(K) PLAN - Plan #004	1,924 / 1,958	$275,167,812 / $299,792,293
2021	Plan NameNATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT Plan #005 Participants BOY/EOY660 / 826 Assets BOY/EOY$62,637,121 / $68,878,566	2021	NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT - Plan #005	660 / 826	$62,637,121 / $68,878,566
2021	Plan NameNATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN Plan #333 Participants BOY/EOY64 / 64 Assets BOY/EOY$17,142,469 / $16,003,225	2021	NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN - Plan #333	64 / 64	$17,142,469 / $16,003,225
2021	Plan NameNATIONAL LIFE INSURANCE COMPANY SHORT TERM DISABILITY PROGRAM Plan #509 Participants BOY/EOY1,144 / 0 Assets BOY/EOY$0 / $0	2021	NATIONAL LIFE INSURANCE COMPANY SHORT TERM DISABILITY PROGRAM - Plan #509	1,144 / 0	$0 / $0
2021	Plan NameNATIONAL LIFE INSURANCE COMPANY SUPPLEMENTAL SURVIVOR BENEFIT PLAN Plan #517 Participants BOY/EOY363 / 0 Assets BOY/EOY$0 / $0	2021	NATIONAL LIFE INSURANCE COMPANY SUPPLEMENTAL SURVIVOR BENEFIT PLAN - Plan #517	363 / 0	$0 / $0
2021	Plan NameNATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLAN Plan #501 Participants BOY/EOY964 / 0 Assets BOY/EOY$0 / $0	2021	NATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLAN - Plan #501	964 / 0	$0 / $0
2021	Plan NameNATIONAL LIFE GROUP MEDICAL REIMBURSEMENT PLAN FOR EMPLOYEES Plan #513 Participants BOY/EOY203 / 0 Assets BOY/EOY$0 / $0	2021	NATIONAL LIFE GROUP MEDICAL REIMBURSEMENT PLAN FOR EMPLOYEES - Plan #513	203 / 0	$0 / $0
2021	Plan NameNATIONAL LIFE GROUP VISION CARE PLAN FOR EMPLOYEES Plan #512 Participants BOY/EOY1,164 / 0 Assets BOY/EOY$0 / $0	2021	NATIONAL LIFE GROUP VISION CARE PLAN FOR EMPLOYEES - Plan #512	1,164 / 0	$0 / $0
2021	Plan NameNATIONAL LIFE INSURANCE COMPANY GROUP BUSINESS ACCIDENT PLAN Plan #503 Participants BOY/EOY1,144 / 0 Assets BOY/EOY$0 / $0	2021	NATIONAL LIFE INSURANCE COMPANY GROUP BUSINESS ACCIDENT PLAN - Plan #503	1,144 / 0	$0 / $0
2021	Plan NameNATIONAL LIFE INSURANCE COMPANY LONG TERM DISABILITY PLAN FOR HOME OFFICE EMPLOYEES Plan #506 Participants BOY/EOY1,144 / 0 Assets BOY/EOY$0 / $0	2021	NATIONAL LIFE INSURANCE COMPANY LONG TERM DISABILITY PLAN FOR HOME OFFICE EMPLOYEES - Plan #506	1,144 / 0	$0 / $0
2021	Plan NameNATIONAL LIFE INSURANCE COMPANY ADOPTION ASSISTANCE PROGRAM Plan #510 Participants BOY/EOY1,296 / 0 Assets BOY/EOY$0 / $0	2021	NATIONAL LIFE INSURANCE COMPANY ADOPTION ASSISTANCE PROGRAM - Plan #510	1,296 / 0	$0 / $0
2021	Plan NameNATIONAL LIFE GROUP LIFE INSURANCE PLAN FOR EMPLOYEES Plan #505 Participants BOY/EOY1,636 / 0 Assets BOY/EOY$0 / $0	2021	NATIONAL LIFE GROUP LIFE INSURANCE PLAN FOR EMPLOYEES - Plan #505	1,636 / 0	$0 / $0
2020	Plan NameNATIONAL LIFE GROUP 401(K) PLAN Plan #004 Participants BOY/EOY1,966 / 1,924 Assets BOY/EOY$244,327,362 / $275,167,812	2020	NATIONAL LIFE GROUP 401(K) PLAN - Plan #004	1,966 / 1,924	$244,327,362 / $275,167,812
2020	Plan NameNATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT Plan #005 Participants BOY/EOY628 / 642 Assets BOY/EOY$55,690,272 / $62,637,121	2020	NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT - Plan #005	628 / 642	$55,690,272 / $62,637,121
2020	Plan NameNATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN Plan #333 Participants BOY/EOY65 / 64 Assets BOY/EOY$15,862,370 / $17,142,469	2020	NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN - Plan #333	65 / 64	$15,862,370 / $17,142,469
2020	Plan NameNATIONAL LIFE GROUP MEDICAL REIMBURSEMENT PLAN FOR EMPLOYEES Plan #513 Participants BOY/EOY221 / 0 Assets BOY/EOY$0 / $0	2020	NATIONAL LIFE GROUP MEDICAL REIMBURSEMENT PLAN FOR EMPLOYEES - Plan #513	221 / 0	$0 / $0
2020	Plan NameNATIONAL LIFE INSURANCE COMPANY SHORT TERM DISABILITY PROGRAM Plan #509 Participants BOY/EOY1,248 / 0 Assets BOY/EOY$0 / $0	2020	NATIONAL LIFE INSURANCE COMPANY SHORT TERM DISABILITY PROGRAM - Plan #509	1,248 / 0	$0 / $0
2020	Plan NameNATIONAL LIFE INSURANCE COMPANY ADOPTION ASSISTANCE PROGRAM Plan #510 Participants BOY/EOY1,285 / 0 Assets BOY/EOY$0 / $0	2020	NATIONAL LIFE INSURANCE COMPANY ADOPTION ASSISTANCE PROGRAM - Plan #510	1,285 / 0	$0 / $0
2020	Plan NameNATIONAL LIFE GROUP LIFE INSURANCE PLAN FOR EMPLOYEES Plan #505 Participants BOY/EOY1,743 / 0 Assets BOY/EOY$0 / $0	2020	NATIONAL LIFE GROUP LIFE INSURANCE PLAN FOR EMPLOYEES - Plan #505	1,743 / 0	$0 / $0
2020	Plan NameNATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLAN Plan #501 Participants BOY/EOY1,082 / 0 Assets BOY/EOY$0 / $0	2020	NATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLAN - Plan #501	1,082 / 0	$0 / $0
2020	Plan NameNATIONAL LIFE GROUP VISION CARE PLAN FOR EMPLOYEES Plan #512 Participants BOY/EOY1,253 / 0 Assets BOY/EOY$0 / $0	2020	NATIONAL LIFE GROUP VISION CARE PLAN FOR EMPLOYEES - Plan #512	1,253 / 0	$0 / $0
2020	Plan NameNATIONAL LIFE INSURANCE COMPANY GROUP BUSINESS ACCIDENT PLAN Plan #503 Participants BOY/EOY1,253 / 0 Assets BOY/EOY$0 / $0	2020	NATIONAL LIFE INSURANCE COMPANY GROUP BUSINESS ACCIDENT PLAN - Plan #503	1,253 / 0	$0 / $0
2020	Plan NameNATIONAL LIFE INSURANCE COMPANY SUPPLEMENTAL SURVIVOR BENEFIT PLAN Plan #517 Participants BOY/EOY128 / 0 Assets BOY/EOY$0 / $0	2020	NATIONAL LIFE INSURANCE COMPANY SUPPLEMENTAL SURVIVOR BENEFIT PLAN - Plan #517	128 / 0	$0 / $0
2020	Plan NameNATIONAL LIFE INSURANCE COMPANY LONG TERM DISABILITY PLAN FOR HOME OFFICE EMPLOYEES Plan #506 Participants BOY/EOY1,248 / 0 Assets BOY/EOY$0 / $0	2020	NATIONAL LIFE INSURANCE COMPANY LONG TERM DISABILITY PLAN FOR HOME OFFICE EMPLOYEES - Plan #506	1,248 / 0	$0 / $0
2019	Plan NameNATIONAL LIFE GROUP 401(K) PLAN Plan #004 Participants BOY/EOY1,812 / 1,966 Assets BOY/EOY$209,565,769 / $244,327,362	2019	NATIONAL LIFE GROUP 401(K) PLAN - Plan #004	1,812 / 1,966	$209,565,769 / $244,327,362
2019	Plan NameNATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT Plan #005 Participants BOY/EOY617 / 650 Assets BOY/EOY$47,338,841 / $55,690,272	2019	NATIONAL LIFE INSURANCE COMPANY AGENTS RETIREMENT - Plan #005	617 / 650	$47,338,841 / $55,690,272
2019	Plan NameNATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN Plan #333 Participants BOY/EOY65 / 65 Assets BOY/EOY$14,228,376 / $15,862,370	2019	NATIONAL LIFE INSURANCE COMPANY AGENCY EMPLOYEES PENSION PLAN - Plan #333	65 / 65	$14,228,376 / $15,862,370
2019	Plan NameNATIONAL LIFE INSURANCE COMPANY SHORT TERM DISABILITY PROGRAM Plan #509 Participants BOY/EOY1,150 / 0 Assets BOY/EOY$0 / $0	2019	NATIONAL LIFE INSURANCE COMPANY SHORT TERM DISABILITY PROGRAM - Plan #509	1,150 / 0	$0 / $0
2019	Plan NameNATIONAL LIFE INSURANCE COMPANY GROUP BUSINESS ACCIDENT PLAN Plan #503 Participants BOY/EOY1,153 / 0 Assets BOY/EOY$0 / $0	2019	NATIONAL LIFE INSURANCE COMPANY GROUP BUSINESS ACCIDENT PLAN - Plan #503	1,153 / 0	$0 / $0
2019	Plan NameNATIONAL LIFE INSURANCE COMPANY ADOPTION ASSISTANCE PROGRAM Plan #510 Participants BOY/EOY1,156 / 0 Assets BOY/EOY$0 / $0	2019	NATIONAL LIFE INSURANCE COMPANY ADOPTION ASSISTANCE PROGRAM - Plan #510	1,156 / 0	$0 / $0
2019	Plan NameNATIONAL LIFE GROUP MEDICAL REIMBURSEMENT PLAN FOR EMPLOYEES Plan #513 Participants BOY/EOY225 / 0 Assets BOY/EOY$0 / $0	2019	NATIONAL LIFE GROUP MEDICAL REIMBURSEMENT PLAN FOR EMPLOYEES - Plan #513	225 / 0	$0 / $0
2019	Plan NameNATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLAN Plan #501 Participants BOY/EOY1,055 / 0 Assets BOY/EOY$0 / $0	2019	NATIONAL LIFE INSURANCE COMPANY FIELD GROUP BENEFIT PLAN - Plan #501	1,055 / 0	$0 / $0
2019	Plan NameNATIONAL LIFE GROUP LIFE INSURANCE PLAN FOR EMPLOYEES Plan #505 Participants BOY/EOY1,639 / 0 Assets BOY/EOY$0 / $0	2019	NATIONAL LIFE GROUP LIFE INSURANCE PLAN FOR EMPLOYEES - Plan #505	1,639 / 0	$0 / $0
2019	Plan NameNATIONAL LIFE INSURANCE COMPANY SUPPLEMENTAL SURVIVOR BENEFIT PLAN Plan #517 Participants BOY/EOY146 / 0 Assets BOY/EOY$0 / $0	2019	NATIONAL LIFE INSURANCE COMPANY SUPPLEMENTAL SURVIVOR BENEFIT PLAN - Plan #517	146 / 0	$0 / $0
2019	Plan NameNATIONAL LIFE INSURANCE COMPANY LONG TERM DISABILITY PLAN FOR HOME OFFICE EMPLOYEES Plan #506 Participants BOY/EOY1,149 / 0 Assets BOY/EOY$0 / $0	2019	NATIONAL LIFE INSURANCE COMPANY LONG TERM DISABILITY PLAN FOR HOME OFFICE EMPLOYEES - Plan #506	1,149 / 0	$0 / $0
2019	Plan NameNATIONAL LIFE GROUP VISION CARE PLAN FOR EMPLOYEES Plan #512 Participants BOY/EOY1,179 / 0 Assets BOY/EOY$0 / $0	2019	NATIONAL LIFE GROUP VISION CARE PLAN FOR EMPLOYEES - Plan #512	1,179 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

Address Match:1 National Life Dr Montpelier, VT

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Green Mountain Chapter of The Institute of Internal Auditors Registered in Vermont	Montpelier, VT South Burlington, VT	View Report
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National Life Recreation Association, Inc. Registered in Vermont	Montpelier, VT	View Report
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Life Insurance Company of The Southwest Registered in Colorado	Montpelier, VT Denver, CO	View Report
Life Insurance Company of The Southwest Registered in Missouri	Clayton, MO Montpelier, VT	View Report
National Life Insurance Company Registered in Arkansas	Montpelier, VT	View Report
National Life Insurance Company Registered in Colorado	Montpelier, VT Denver, CO	View Report
Vermont Equity Services, Inc. Registered in Missouri	Montpelier, VT	View Report
Vermont Equity Services, Inc. Registered in Colorado	Centennial, CO Montpelier, VT (1 more)	View Report
Central Vermont Investment Corporation Registered in Vermont	Montpelier, VT	View Report
Connect Vermont Registered in Vermont	Montpelier, VT	View Report
Connectvermont Registered in Vermont	Montpelier, VT	View Report
Equity Services, Inc. Registered in Oregon	Montpelier, VT Salem, OR	View Report
Vermont Equity Services Registered in New Hampshire	Montpelier, VT	View Report
Equity Services of Colorado LLC Registered in Colorado	Denver, CO Montpelier, VT	View Report
Sentinel Asset Management, Inc. Registered in New Hampshire	Concord, NH Montpelier, VT	View Report

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Address Match:One National Life Dr Montpelier, VT

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Person/City Match:Mehran Assadi - Montpelier, VT

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Person/City Match:Eric Sandberg - Montpelier, VT

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Person/City Match:Thomas Macleay - Montpelier, VT

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Person/City Match:Bruce Lisman - Montpelier, VT

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The following government agencies have contributed data:

Missouri Secretary of State U.S. Department of Labor

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