Assets by plan
Share of aggregate retirement assets
Filings through .
Willow Valley Communities
EIN 23-2226098Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$38.5M assets
Health & Benefits
1
$1.7M premiums
Participants
2,072
100 WILLOW VALLEY LAKES DRIVE - WILLOW STREET, PA 17584717-464-2741willowvalleyretirement.comLinkedIn1-10 employees
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $38.5M assets / 1,212 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- FULTON BANK, N.A.$38.0M
- (Not disclosed)$511K
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.7M premiums / 1,400 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.0M
- Other$464K
- Life$436K
- Long-term disability$436K
- Dental$244K
- Short-term disability$215K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WILLOW VALLEY COMMUNITIES 401(K) PLAN
401(k)
Assets$38.0M
Participants1,210
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WILLOW VALLEY RETIREMENT COMMUNITIES SECTION 457B DEFERRED COMPENSATION PLAN
Other DC
Assets$511K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WILLOW VALLEY POINT OF SERVICE PLAN
Fully insured - HM LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives1,400
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WILLOW VALLEY COMMUNITIES 401(K) PLAN | 401(k) | $38.0M | 1,210 | 2025 |
| #002 | WILLOW VALLEY RETIREMENT COMMUNITIES SECTION 457B DEFERRED COMPENSATION PLAN | Other DC | $511K | 2 | 2025 |
- #001 · 401(k) · 20251,210
- #002 · Other DC · 20252
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WILLOW VALLEY POINT OF SERVICE PLAN | Fully insured | HM LIFE INSURANCE COMPANY | $1.7M | 1,400 | 2025 |
- #501 · Fully insured · HM LIFE INSURANCE COMPANY · 20251,400
Retirement plans
Health & Benefits plans