Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$136K
- Other$134K
- Short-term disability$72K
- Vision$47K
- Life$18K
Filings through .
R.L. Vallee, Inc.
EIN 03-0212007retailLatest filing 2025
Plans
6
Retirement
1
$4.9M assets
Health & Benefits
5
$341K premiums
Participants
885
PO BOX 192, 282 SOUTH MAIN STREET - ST ALBANS, VT 05478802-524-8710rlvallee.comLinkedIn11-50 employeesretail
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
Benefits portfolio analytics
5 plans / $341K premiums / 580 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
R. L. VALLEE, INC. PROFIT SHARING/401(K) PLAN
401(k)
Assets$4.9M
Participants716
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
R. L. VALLEE, INC. HEALTH & WELFARE PLAN
Mixed - DELTA DENTAL PLAN OF VERMONT, INC.
Premiums$266K
Covered lives237
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
R.L. VALLEE, INC. DENTAL PLAN
Fully insured - DELTA DENTAL OF VERMONT, INC.
Premiums$38K
Covered lives200
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
R. L. VALLEE, INC. VISION PLAN
Fully insured - VISION SERVICE PLAN
Premiums$37K
Covered lives143
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
R.L. VALLEE, INC. EMPLOYEE BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
R.L. VALLEE, INC. RX HRA PLAN
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | R. L. VALLEE, INC. PROFIT SHARING/401(K) PLAN | 401(k) | $4.9M | 716 | 2025 |
- #001 · 401(k) · 2025716
Health & Benefits plans
5 plans on this EIN
| 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 |
- #505 · Mixed · DELTA DENTAL PLAN OF VERMONT, INC. · 2025237
- #504 · Fully insured · DELTA DENTAL OF VERMONT, INC. · 2024200
- #502 · Fully insured · VISION SERVICE PLAN · 2024143
- #501 · Self-funded · 20240
- #503 · Unknown · 20240
Retirement plans
Health & Benefits plans