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Sponsor portfolio

VALET LIVING, LLC

EIN 20-4186236-real estate-Latest filing 2025
Plans
3
Retirement
1
$32.5M assets
Welfare
2
$818K premiums
Participants
9,382
10150 HIGHLAND MANOR DRIVE, SUITE 120 - TAMPA, FL 33610813-248-1327valetliving.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
3 filings
#001401k-$32.5M - 6,377 part#501Mixed-$818K - 1,006 lives#520Self Funded-0 lives

Benefits portfolio analytics

2 plans / $818K premiums / 1,006 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$417K
  • Dental$353K
  • Life$283K
  • Short-term disability$283K
  • Long-term disability$283K
  • Vision$48K
Total $818K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
  • HARTFORD LIFE AND ACCIDENT35%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY16%
  • VISION SERVICE PLAN6%
Total $818K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $37K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VALET LIVING, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$32.5M
Participants6,377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALET LIVING, LLC WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$818K
Covered lives1,006
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

VALET WASTE HOLDINGS TEXAS INJURY BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALET LIVING, LLC 401(K) PROFIT SHARING PLAN401k$32.5M6,3772024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALET LIVING, LLC WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$818K1,0062025
520VALET WASTE HOLDINGS TEXAS INJURY BENEFIT PLANSelf Funded-$002025
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