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Sponsor portfolio

VALLORBS JEWEL COMPANY

EIN 23-2192273-machinery-Latest filing 2025
Plans
3
Retirement
2
$17.8M assets
Welfare
1
$128K premiums
Participants
468
2710 DIVISION HIGHWAY - NEW HOLLAND, PA 17557717-354-4586vallorbs.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#001401k-$16.7M - 245 part#003401k-$1.1M - 45 part#501Mixed-$128K - 362 lives

Retirement portfolio analytics

2 plans aggregated / $17.8M assets / 290 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • VALCO 401(K) (#001)94%
  • VALCO 401K-UNION PLAN (#003)6%
Total $17.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • CONRAD SIEGEL94%
  • (Not disclosed)6%
Total $17.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VALCO 401(K) (#001)245
  • VALCO 401K-UNION PLAN (#003)45
Total 290Click row to drill in

Benefits portfolio analytics

1 plan / $128K premiums / 362 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$114K
  • Life$114K
  • Short-term disability$114K
  • Long-term disability$114K
  • Other$114K
  • Vision$14K
Total $128K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • METROPOLITAN LIFE INSURANCE COMPANY95%
  • VISION SERVICE PLAN5%
Total $128K2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • ENGLE-HAMBRIGHT & DAVIES, INC.68%
  • JAMES R NELLIGAN & ASSOCIATES LLC29%
  • EHD3%
Total $25K3 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

VALCO 401(K) PLAN

401k

Assets$16.7M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

VALCO 401K-UNION PLAN

401k

Assets$1.1M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALLORBS JEWEL COMPANY EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$128K
Covered lives362
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VALCO 401(K) PLAN401k$16.7M2452024
003VALCO 401K-UNION PLAN401k$1.1M452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALLORBS JEWEL COMPANY EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$128K3622025
Retirement plans
Welfare plans
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