Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALLEY ENT, PC
EIN 20-4011284medical practiceLatest filing 2025
Plans
3
Retirement
2
$55.4M assets
Welfare
1
$1.9M premiums
Participants
654
9097 E DESERT COVE AVE STE 200 - SCOTTSDALE, AZ 852606280480-273-8536azvent.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $55.4M assets / 457 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
53%top
- T ROWE PRICE RPS INC53%
- (Not disclosed)47%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 268 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Life$319K
- Other$319K
- Short-term disability$314K
- Long-term disability$314K
- Dental$123K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
76%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
- RELIANCE STANDARD LIFE INSURANCE COMPANY17%
- DELTA DENTAL OF CALIFORNIA6%
- EYEMED VISION CARE1%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
80%top
- GCG FINANCIAL LLC80%
- THE SABOL AGENCY INC20%
- BLUE CROSS BLUE SHIELD OF FLORIDA0%
- MGIS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VALLEY ENT, P. C. 401(K) PROFIT SHARING PLAN
401k
Assets$29.5M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
VALLEY ENT, P.C. DEFINED BENEFIT PLAN
CashBalance
Assets$25.9M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VALLEY ENT, PC WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.9M
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALLEY ENT, P. C. 401(K) PROFIT SHARING PLAN | 401k | $29.5M | 343 | 2024 | |
| 003 | VALLEY ENT, P.C. DEFINED BENEFIT PLAN | CashBalance | $25.9M | 114 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VALLEY ENT, PC WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.9M | 268 | 2025 |
Retirement plans
Welfare plans