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  2. VALLEY MEDICAL FACILITIES, INC.
Sponsor portfolioTH

VALLEY MEDICAL FACILITIES, INC.

EIN 25-1801532-medical practice-Latest filing 2024
Plans
5
Retirement
1
$372.3M assets
Welfare
4
$4.4M premiums
Participants
15,290
420 ROUSER ROAD, SUITE 102 - MOON TOWNSHIP, PA 15108412-749-7789LinkedIn1-10 employeesmedical practice
Plans on this EIN
5 filings
#005403b-$372.3M - 3,938 part#598Mixed-$4.4M - 4,505 lives#504Unknown-0 lives#507Self Funded-0 lives#508Unknown-0 lives

Benefits portfolio analytics

4 plans / $4.4M premiums / 4,505 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.8M
  • Short-term disability$2.8M
  • Long-term disability$2.8M
  • Other$2.8M
  • Dental$1.1M
  • Vision$487K
Total $4.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • STANDARD INSURANCE COMPANY63%
  • UNITED CONCORDIA INSURANCE COMPANY26%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
Total $4.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RESCHINI AGENCY INC100%
Total $271K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

HERITAGE VALLEY HEALTH SYSTEM 403(B) PLAN

403b

Assets$372.3M
Participants3,938
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#598

VALLEY MEDICAL FACILITIES, INC. FLEXIBLE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$4.4M
Covered lives4,505
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

VALLEY MEDICAL FACILITIES, INC. EDUCATION ASSISTANCE PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

VALLEY MEDICAL FACILITIES, INC. EMPLOYEE HEALTH DISCOUNTS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

VALLEY MEDICAL FACILITIES, INC. EMPLOYEE ASSISTANCE PROGRAM

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005HERITAGE VALLEY HEALTH SYSTEM 403(B) PLAN403b$372.3M3,9382024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
598VALLEY MEDICAL FACILITIES, INC. FLEXIBLE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$4.4M4,5052024
504VALLEY MEDICAL FACILITIES, INC. EDUCATION ASSISTANCE PLANUnknown-$002024
507VALLEY MEDICAL FACILITIES, INC. EMPLOYEE HEALTH DISCOUNTS PLANSelf Funded-$002024
508VALLEY MEDICAL FACILITIES, INC. EMPLOYEE ASSISTANCE PROGRAMUnknown-$002024
Retirement plans
Welfare plans
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