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  2. MID-VALLEY, LLC
Sponsor portfolio

MID-VALLEY, LLC

EIN 20-0064684-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$633K premiums
Participants
193
PO BOX 2666 - EUGENE, OR 974020245541-687-9112
Plans on this EIN
2 filings
#002401k-$6.4M - 108 part#501Fully Insured-$633K - 104 lives

Benefits portfolio analytics

1 plan / $633K premiums / 104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$577K
  • Prescription drug$577K
  • Dental$56K
  • Vision$42K
  • Life$42K
  • Other$42K
Total $633K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • AETNA LIFE INSURANCE COMPANY91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • WILLAMETTE DENTAL INSURANCE, INC.2%
Total $633K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $24K1 slice

Plan deep-dives

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

MID-VALLEY 401(K) PLAN

401k

Assets$6.4M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MID-VALLEY GLASS & MILLWORK HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$633K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MID-VALLEY 401(K) PLAN401k$6.4M1082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MID-VALLEY GLASS & MILLWORK HEALTH AND WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$633K1042025
Retirement plans
Welfare plans
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