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  2. VALENTINE ENTERPRISES INC
Sponsor portfolio

VALENTINE ENTERPRISES INC

EIN 13-2708762-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$1.9M premiums
Participants
419
1291 PROGRESS CENTER AVENUE - LAWRENCEVILLE, GA 30043770-995-0661veiusa.comLinkedIn201-500 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#002401k-$6.5M - 224 part#501Fully Insured-$1.9M - 270 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$304K
  • Dental$264K
  • Vision$264K
  • Life$264K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • KAISER FOUNDATION HEALTH PLAN INC84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
  • AFLAC2%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • EDGEWOOD PARTNERS INSURANCE CENTER91%
  • PATRIOT GROWTH INSURANCE SERVICES6%
  • WATCHTOWER BENEFITS, LLC2%
  • MINDY M ELLIN0%
  • V C SMITH LLC0%
  • +3 more
Total $141K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VALENTINE ENTERPRISES, INC. RETIREMENT SAVINGS PLAN

401k

Assets$6.5M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALENTINE ENTERPRISES INC WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.

Premiums$1.9M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002VALENTINE ENTERPRISES, INC. RETIREMENT SAVINGS PLAN401k$6.5M2242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALENTINE ENTERPRISES INC WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.$1.9M2702025
Retirement plans
Welfare plans
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