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Sponsor portfolio

VALUE LINE INC

EIN 13-3139843-financial services-Latest filing 2025
Plans
3
Retirement
1
$22.6M assets
Welfare
2
$1.3M premiums
Participants
352
551 5TH AVENUE 3RD FLOOR - NEW YORK, NY 10176212-907-1500valueline.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001ProfitSharing-$22.6M - 183 part#501Fully Insured-$1.3M - 150 lives#502Fully Insured-$10K - 19 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Other$62K
  • Life$25K
  • Long-term disability$10K
  • Vision$5K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • SHELTERPOINT LIFE INSURANCE COMPANY3%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
  • UNITED HEALTHCARE INSURANCE COMPANY0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • NESSIM, DANIEL69%
  • PROFESSIONAL GROUP PLANS INC31%
  • MARSH & MCLENNAN AGENCY LLC0%
Total $80K3 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

VALUE LINE, INC. PROFIT SHARING AND SAVINGS PLAN

ProfitSharing

Assets$22.6M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP LIFE ACCIDENT HOSPITAL SURGICAL MAJOR MEDICAL

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP LONG TERM DISABILITY SALARY CONTINUANCE PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY

Premiums$10K
Covered lives19
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALUE LINE, INC. PROFIT SHARING AND SAVINGS PLANProfitSharing$22.6M1832025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP LIFE ACCIDENT HOSPITAL SURGICAL MAJOR MEDICALFully InsuredAETNA LIFE INSURANCE COMPANY$1.3M1502025
502GROUP LONG TERM DISABILITY SALARY CONTINUANCE PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY$10K192025
Retirement plans
Welfare plans
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