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Sponsor portfolio

VALLEY DISTRIBUTORS, INC. D/B/A VALLEY BEVERAGE

EIN 01-0324344-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$971K premiums
Participants
277
P.O. BOX 2007 - LEWISTON, ME 04241207-783-1777
Plans on this EIN
2 filings
#002401k-$18.3M - 151 part#502Mixed-$971K - 126 lives

Benefits portfolio analytics

1 plan / $971K premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$878K
  • Prescription drug$878K
  • Other$81K
  • Life$59K
  • Short-term disability$59K
  • Vision$11K
Total $971K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • ANTHEM LIFE INSURANCE COMPANY90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • TRANSAMERICA LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
Total $971K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • USI INSURANCE SERVICES LLC86%
  • COMBINED INSURANCE SERVICES OF N FL9%
  • NATIONAL WORKSITE BENEFIT GROUP5%
  • COMBINED SERVICES LLC1%
  • EMPLOYEE FAMILY PROTECTION INC0%
Total $56K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VALLEY DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$18.3M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

VALLEY DISTRIBUTORS, INC. CONSOLIDATED WELFARE BENEFITS PLAN

Mixed - ANTHEM HEALTH PLANS OF MAINE, INC

Premiums$971K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002VALLEY DISTRIBUTORS, INC. PROFIT SHARING 401(K) PLAN401k$18.3M1512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502VALLEY DISTRIBUTORS, INC. CONSOLIDATED WELFARE BENEFITS PLANMixedANTHEM HEALTH PLANS OF MAINE, INC$971K1262024
Retirement plans
Welfare plans
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