Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$349K
- Other$234K
- Dental$186K
- Life$186K
- Short-term disability$186K
- Long-term disability$186K
- +2 more
Sponsor portfolio
VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES
EIN 25-1292796Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$603K premiums
Participants
931
531 N. CHURCH STREET - MT. PLEASANT, PA 15666724-547-0980
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $603K premiums / 441 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY58%
- METROPOLITAN LIFE INSURANCE COMPANY31%
- AMERICAN FIDELITY ASSURANCE COMPANY8%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Broker market share
Schedule A broker compensation
68%top
- COURY HEALTH SERVICES LLC68%
- GCG FINANCIAL LLC32%
- ASSURANCE AGENCY LTD-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES 403(B) PLAN
403b
Assets$1.7M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VALLEY SPECIAL NEEDS HEALTH & WELFARE PLAN
Fully Insured - BERKLEY LIFE AND HEALTH INSURANCE CO.
Premiums$603K
Covered lives441
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES 403(B) PLAN | 403b | $1.7M | 490 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VALLEY SPECIAL NEEDS HEALTH & WELFARE PLAN | Fully Insured | BERKLEY LIFE AND HEALTH INSURANCE CO. | $603K | 441 | 2025 |
Retirement plans
Welfare plans