Assets by plan
Share of aggregate retirement assets
Filings through .
Valsource, Inc.
EIN 23-2855010pharmaceuticalsLatest filing 2025
Plans
3
Retirement
2
$106.2M assets
Health & Benefits
1
$4.0M premiums
Participants
860
918 HORSESHOE PIKE - DOWNINGTOWN, PA 19355610-269-2808valsource.comLinkedIn201-500 employeespharmaceuticals
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 / $106.2M assets / 649 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.0M premiums / 502 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Dental$3.8M
- Life$202K
- Short-term disability$202K
- Long-term disability$202K
- Other$202K
- +1 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
VALSOURCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$55.6M
Participants360
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
VALSOURCE, INC. 401(K) PLAN
401(k)
Assets$50.6M
Participants289
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#517
VALSOURCE HEALTH AND WELFARE PLAN
Fully insured - AETNA LIFE INSURANCE COMPANY
Premiums$4.0M
Covered lives502
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VALSOURCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $55.6M | 360 | 2025 |
| #002 | VALSOURCE, INC. 401(K) PLAN | 401(k) | $50.6M | 289 | 2025 |
- #001 · ESOP · 2025360
- #002 · 401(k) · 2025289
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #517 | VALSOURCE HEALTH AND WELFARE PLAN | Fully insured | AETNA LIFE INSURANCE COMPANY | $4.0M | 502 | 2025 |
- #517 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025502
Retirement plans
Health & Benefits plans