Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Stop-loss$2.7M
- Vision$278K
- Life$206K
- Short-term disability$206K
- Long-term disability$206K
- +1 more
Sponsor portfolio
VALCO INSTRUMENTS COMPANY, INC.
EIN 04-3836923biotechnologyLatest filing 2025
Plans
2
Retirement
1
$47.5M assets
Welfare
1
$3.3M premiums
Participants
651
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 435 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
82%top
- MARSH & MCLENNAN AGENCY LLC82%
- WHITFIELDS UNITED INSURANCE AGENCIE10%
- ROSALINDA BENTANCUR RODRIGUEZ2%
- L H WHITAKER ENTERPRISES INC1%
- LEROY PHELPS1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VALCO INSTRUMENTS RESTATED PROFIT SHARING PLAN TRUST
401k
Assets$47.5M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VALCO INSTRUMENTS COMPANY, INC.
Fully Insured - HEALTH CARE SERVICE CORPORATION
Premiums$3.3M
Covered lives435
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALCO INSTRUMENTS RESTATED PROFIT SHARING PLAN TRUST | 401k | $47.5M | 353 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VALCO INSTRUMENTS COMPANY, INC. | Fully Insured | HEALTH CARE SERVICE CORPORATION | $3.3M | 435 | 2025 |
Retirement plans
Welfare plans