Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.7M
- Short-term disability$2.7M
- Long-term disability$2.7M
- Other$2.7M
- Dental$1.1M
- Vision$476K
Sponsor portfolioTH
VALLEY MEDICAL FACILITIES, INC.
EIN 25-1801532medical practiceLatest filing 2025
Plans
5
Retirement
1
$372.3M assets
Welfare
4
$4.3M premiums
Participants
14,366
Benefits portfolio analytics
4 plans / $4.3M premiums / 4,177 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- STANDARD INSURANCE COMPANY63%
- UNITED CONCORDIA INSURANCE COMPANY26%
- METROPOLITAN LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
100%top
- RESCHINI AGENCY INC100%
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$4.3M
Covered lives4,177
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | HERITAGE VALLEY HEALTH SYSTEM 403(B) PLAN | 403b | $372.3M | 3,938 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 598 | VALLEY MEDICAL FACILITIES, INC. FLEXIBLE BENEFITS PLAN | Mixed | STANDARD INSURANCE COMPANY | $4.3M | 4,177 | 2025 | |
| 504 | VALLEY MEDICAL FACILITIES, INC. EDUCATION ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2025 | |
| 507 | VALLEY MEDICAL FACILITIES, INC. EMPLOYEE HEALTH DISCOUNTS PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 508 | VALLEY MEDICAL FACILITIES, INC. EMPLOYEE ASSISTANCE PROGRAM | Unknown | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans