Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRI-VALLEY, INC.
EIN 04-2594201individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$12.2M assets
Welfare
1
$2.2M premiums
Participants
817
10 MILL STREET - DUDLEY, MA 015713377508-949-6640trivalleyinc.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $12.2M assets / 538 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 279 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Long-term disability$34K
- Vision$13K
- Life$1K
Carrier market share
Premium dollars by Schedule A carrier
98%top
- UNITEDHEALTHCARE INSURANCE COMPANY98%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
97%top
- BAYSTATE BENEFIT SERVICES97%
- INDIGO INSURANCE SERVICES3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRI-VALLEY, INC. PENSION TRUST
MoneyPurchase
Assets$7.3M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRI-VALLEY, INC. 403(B) PLAN
403b
Assets$4.9M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
TRI-VALLEY, INC. HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - UNITED HEALTH CARE
Premiums$2.2M
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRI-VALLEY, INC. PENSION TRUST | MoneyPurchase | $7.3M | 232 | 2025 | |
| 002 | TRI-VALLEY, INC. 403(B) PLAN | 403b | $4.9M | 306 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | TRI-VALLEY, INC. HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | UNITED HEALTH CARE | $2.2M | 279 | 2025 |
Retirement plans
Welfare plans