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WILLOW VALLEY COMMUNITIES

EIN 23-2226098-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$33.2M assets
Welfare
1
$1.7M premiums
Participants
2,004
100 WILLOW VALLEY LAKES DR - WILLOW STREET, PA 175849456717-464-2741willowvalleyretirement.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$32.7M - 1,142 part#002OtherDC-$511K - 2 part#501Fully Insured-$1.7M - 1,400 lives

Retirement portfolio analytics

2 plans aggregated / $33.2M assets / 1,144 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • VALLEY COMMUNITIES 401(K) (#001)98%
  • DEFERRED COMPENSATION PLAN (#002)2%
Total $33.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • FULTON FINANCIAL ADVISORS98%
  • (Not disclosed)2%
Total $33.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VALLEY COMMUNITIES 401(K) (#001)1,142
  • DEFERRED COMPENSATION PLAN (#002)2
Total 1,144Click row to drill in

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
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • HM LIFE INSURANCE COMPANY60%
  • DELTA DENTAL OF CALIFORNIA14%
  • HARTFORD LIFE AND ACCIDENT13%
  • TRANSAMERICA LIFE INSURANCE COMPANY12%
  • MAZZITTI & SULLIVAN2%
  • +1 more
Total $1.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • ASSUREDPARTNERS49%
  • GCG FINANCIAL LLC30%
  • AMERICAN INSURANCE ADMINSTRATORS17%
  • AIA AMERICAN INS ADMINISTRATORS LLC5%
Total $188K4 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

WILLOW VALLEY COMMUNITIES 401(K) PLAN

401k

Assets$32.7M
Participants1,142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WILLOW VALLEY RETIREMENT COMMUNITIES SECTION 457B DEFERRED COMPENSATION PLAN

OtherDC

Assets$511K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLOW VALLEY POINT OF SERVICE PLAN

Fully Insured - HM LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives1,400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WILLOW VALLEY COMMUNITIES 401(K) PLAN401k$32.7M1,1422024
002WILLOW VALLEY RETIREMENT COMMUNITIES SECTION 457B DEFERRED COMPENSATION PLANOtherDC$511K22025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLOW VALLEY POINT OF SERVICE PLANFully InsuredHM LIFE INSURANCE COMPANY$1.7M1,4002025
Retirement plans
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