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Sponsor portfolio

TRI-VALLEY, INC.

EIN 04-2594201-individual & family services-Latest 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 filings
#001MoneyPurchase-$7.3M - 232 part#002403b-$4.9M - 306 part#502Fully Insured-$2.2M - 279 lives

Retirement portfolio analytics

2 plans aggregated / $12.2M assets / 538 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • INC. PENSION TRUST (#001)60%
  • TRI-VALLEY, INC. 403(B) (#002)40%
Total $12.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRI-VALLEY, INC. 403(B) (#002)306
  • INC. PENSION TRUST (#001)232
Total 538Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 279 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Long-term disability$34K
  • Vision$13K
  • Life$1K
Total $2.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
  • EYEMED VISION CARE1%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BAYSTATE BENEFIT SERVICES97%
  • INDIGO INSURANCE SERVICES3%
Total $65K2 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

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 #NameTypeAssetsParticipantsLatest year
001TRI-VALLEY, INC. PENSION TRUSTMoneyPurchase$7.3M2322025
002TRI-VALLEY, INC. 403(B) PLAN403b$4.9M3062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TRI-VALLEY, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITED HEALTH CARE$2.2M2792025
Retirement plans
Welfare plans
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