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
Filings through .
Valeo Financial Advisors, LLC
EIN 03-0519130financial servicesLatest filing 2025
Plans
4
Retirement
1
$33.7M assets
Health & Benefits
3
$1.7M premiums
Participants
402
10 W. CARMEL DR, STE 400 - CARMEL, IN 46032317-218-6000valeofinancial.comLinkedIn51-200 employeesfinancial services
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $1.7M premiums / 536 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
VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN
401(k)
Assets$33.7M
Participants213
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
VALEO FINANCIAL ADVISORS, LLC HEALTH AND WELFARE PLAN
Fully insured - ANTHEM BLUE CROSS BLUE SHIELD
Premiums$1.6M
Covered lives194
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
HEALTHJOY
Mixed - HEALTHJOY
Premiums$0
Covered lives168
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | 401(k) | $33.7M | 213 | 2025 |
- #001 · 401(k) · 2025213
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | VALEO FINANCIAL ADVISORS, LLC HEALTH AND WELFARE PLAN | Fully insured | ANTHEM BLUE CROSS BLUE SHIELD | $1.6M | 194 | 2025 |
| #502 | AD&D, OPTIONAL LIFE, DENTAL, LIFE, VISION, VOLUNTARY LTD, CRITICAL ILLNESS, VOLUNTARY AD&D, ACCIDENT BENEFITS | Mixed | STARMOUNT LIFE INSURANCE COMPANY | $131K | 174 | 2024 |
| #503 | HEALTHJOY | Mixed | HEALTHJOY | $0 | 168 | 2024 |
- #501 · Fully insured · ANTHEM BLUE CROSS BLUE SHIELD · 2025194
- #502 · Mixed · STARMOUNT LIFE INSURANCE COMPANY · 2024174
- #503 · Mixed · HEALTHJOY · 2024168
Retirement plans
Health & Benefits plans