PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VALLEY FORGE EDUCATIONAL SERVICES
Sponsor portfolio

VALLEY FORGE EDUCATIONAL SERVICES

EIN 23-6050757-Latest filing 2025
Plans
2
Retirement
1
$21.9M assets
Welfare
1
$2.8M premiums
Participants
693
1777 NORTH VALLEY ROAD - MALVERN, PA 19355610-296-6725
Plans on this EIN
2 filings
#002403b-$21.9M - 414 part#510Fully Insured-$2.8M - 583 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 583 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Vision$2.5M
  • Prescription drug$2.5M
  • Other$170K
  • Short-term disability$164K
  • Life$151K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • KEYSTONE HEALTH PLAN EAST90%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA4%
  • AFLAC0%
  • QUEST BEHAVIORAL HEALTH, INC.0%
Total $2.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • DARLENE S DILLON0%
  • BONNIE J BORDEN0%
  • SAMUEL ZEITLIN0%
  • SVETLANA ZEITLIN0%
  • +2 more
Total $145K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VALLEY FORGE EDUCATIONAL SERVICES TIAA-CREF SECTION 403 B DC RETIREMENT PLAN

403b

Assets$21.9M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

VALLEY FORGE EDUCATIONAL SERVICES HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - KEYSTONE

Premiums$2.8M
Covered lives583
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002VALLEY FORGE EDUCATIONAL SERVICES TIAA-CREF SECTION 403 B DC RETIREMENT PLAN403b$21.9M4142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510VALLEY FORGE EDUCATIONAL SERVICES HEALTH AND WELFARE BENEFITS PLANFully InsuredKEYSTONE$2.8M5832025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica