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Sponsor portfolioTH

WILLOW VALLEY ASSOCIATES

EIN 23-1729311-hospitality-Latest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$905K premiums
Participants
301
100 WILLOW VALLEY LAKES DRIVE - WILLOW STREET, PA 175849456717-464-2741willowvalley.comLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filings
#002401k-$11.2M - 166 part#501Mixed-$905K - 104 lives

Benefits portfolio analytics

1 plan / $905K premiums / 104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$846K
  • Dental$27K
  • Life$25K
  • Long-term disability$25K
  • Vision$6K
Total $905K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • HUMANA INSURANCE COMPANY3%
  • HARTFORD LIFE AND ACCIDENT3%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $905K4 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • MILLENIUM INSURANCE GROUP, INC.72%
  • ASSUREDPARTNERS28%
Total $37K2 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

WILLOW VALLEY ASSOCIATES 401(K) PLAN

401k

Assets$11.2M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLOW VALLEY ASSOCIATES, INC. GROUP HEALTH INSURANCE PLAN

Mixed - HIGHMARK INC

Premiums$905K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WILLOW VALLEY ASSOCIATES 401(K) PLAN401k$11.2M1662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLOW VALLEY ASSOCIATES, INC. GROUP HEALTH INSURANCE PLANMixedHIGHMARK INC$905K1042025
Retirement plans
Welfare plans
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