Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$120K
- Short-term disability$53K
- Other$53K
- Vision$40K
- Life$20K
Sponsor portfolio
R.L. VALLEE, INC.
EIN 03-0212007retailLatest filing 2025
Plans
6
Retirement
1
$4.9M assets
Welfare
5
$341K premiums
Participants
885
PO BOX 192, 282 SOUTH MAIN STREET - ST ALBANS, VT 05478802-524-8710rlvallee.comLinkedIn11-50 employeesretail
Benefits portfolio analytics
5 plans / $341K premiums / 580 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- DELTA DENTAL OF CALIFORNIA45%
- UNITED OF OMAHA LIFE INSURANCE COMPANY40%
- VISION SERVICE PLAN15%
Broker market share
Schedule A broker compensation
100%top
- STEFANIE PIGEON INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
R. L. VALLEE, INC. PROFIT SHARING/401(K) PLAN
401k
Assets$4.9M
Participants716
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
R. L. VALLEE, INC. HEALTH & WELFARE PLAN
Mixed - DELTA DENTAL PLAN OF VERMONT, INC.
Premiums$266K
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
R.L. VALLEE, INC. DENTAL PLAN
Fully Insured - DELTA DENTAL OF VERMONT, INC.
Premiums$38K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
R. L. VALLEE, INC. VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$37K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
R.L. VALLEE, INC. EMPLOYEE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
R.L. VALLEE, INC. RX HRA PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | R. L. VALLEE, INC. PROFIT SHARING/401(K) PLAN | 401k | $4.9M | 716 | 2025 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | R. L. VALLEE, INC. HEALTH & WELFARE PLAN | Mixed | DELTA DENTAL PLAN OF VERMONT, INC. | $266K | 237 | 2025 | |
| 504 | R.L. VALLEE, INC. DENTAL PLAN | Fully Insured | DELTA DENTAL OF VERMONT, INC. | $38K | 200 | 2024 | |
| 502 | R. L. VALLEE, INC. VISION PLAN | Fully Insured | VISION SERVICE PLAN | $37K | 143 | 2024 | |
| 501 | R.L. VALLEE, INC. EMPLOYEE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 503 | R.L. VALLEE, INC. RX HRA PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans