Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALSOURCE INC.
EIN 23-2855010pharmaceuticalsLatest filing 2025
Plans
3
Retirement
2
$90.4M assets
Welfare
1
$4.0M premiums
Participants
859
918A HORSESHOE PIKE - DOWNINGTOWN, PA 19335610-269-2808valsource.comLinkedIn201-500 employeespharmaceuticals
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $90.4M assets / 648 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.0M premiums / 502 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
100%top
- BIRCH BENEFITS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VALSOURCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$46.9M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VALSOURCE, INC. 401(K) PLAN
401k
Assets$43.5M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517
VALSOURCE HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$4.0M
Covered lives502
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALSOURCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $46.9M | 346 | 2024 | |
| 002 | VALSOURCE, INC. 401(K) PLAN | 401k | $43.5M | 302 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 517 | VALSOURCE HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $4.0M | 502 | 2025 |
Retirement plans
Welfare plans