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Sponsor portfolio

VALEO FINANCIAL ADVISORS LLC

EIN 03-0519130-financial services-Latest filing 2025
Plans
4
Retirement
1
$28.4M assets
Welfare
3
$1.7M premiums
Participants
395
10 WEST CARMEL DRIVE, SUITE 400 - CARMEL, IN 46032317-218-6000valeofinancial.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
4 filings
#001401k-$28.4M - 206 part#501Fully Insured-$1.6M - 194 lives#502Mixed-$131K - 174 lives#503Mixed-168 lives

Benefits portfolio analytics

3 plans / $1.7M premiums / 536 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Health$1.5M
  • Dental$1.5M
  • Prescription drug$1.5M
  • Life$53K
  • Long-term disability$53K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • ANTHEM LIFE INSURANCE COMPANY95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • STARMOUNT LIFE INSURANCE COMPANY1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MJ INSURANCE88%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
  • GIBSON INSURANCE AGENCY, INC.4%
  • AMWINS2%
Total $32K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN

401k

Assets$28.4M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALEO FINANCIAL ADVISORS, LLC HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS BLUE SHIELD

Premiums$1.6M
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

AD&D, OPTIONAL LIFE, DENTAL, LIFE, VISION, VOLUNTARY LTD, CRITICAL ILLNESS, VOLUNTARY AD&D, ACCIDENT BENEFITS

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$131K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

HEALTHJOY

Mixed - HEALTHJOY

Premiums$0
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN401k$28.4M2062024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALEO FINANCIAL ADVISORS, LLC HEALTH AND WELFARE PLANFully InsuredANTHEM BLUE CROSS BLUE SHIELD$1.6M1942025
502AD&D, OPTIONAL LIFE, DENTAL, LIFE, VISION, VOLUNTARY LTD, CRITICAL ILLNESS, VOLUNTARY AD&D, ACCIDENT BENEFITSMixedSTARMOUNT LIFE INSURANCE COMPANY$131K1742024
503HEALTHJOYMixedHEALTHJOY$01682024
Retirement plans
Welfare plans
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