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  2. VALOR GLOBAL, LLC
Sponsor portfolio

VALOR GLOBAL, LLC

EIN 26-0085059-Latest filing 2025
Plans
4
Retirement
1
$2.7M assets
Welfare
3
$284K premiums
Participants
1,164
14269 NORTH 87TH STREET, SUITE 203 - SCOTTSDALE, AZ 85260480-306-9888
Plans on this EIN
4 filings
#001401k-$2.7M - 533 part#501Fully Insured-$268K - 238 lives#502Fully Insured-$14K - 221 lives#503Fully Insured-$2K - 221 lives

Benefits portfolio analytics

3 plans / $284K premiums / 680 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$268K
  • Dental$268K
  • Vision$268K
  • Prescription drug$268K
  • Life$14K
  • Other$2K
Total $284K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
Total $284K2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • DANIEL D NELSON5%
Total $54K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VALOR IT INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.7M
Participants533
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALOR GLOBAL, LLC HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$268K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

VALOR GLOBAL, LLC HEALTH & WELFARE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$14K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

VALOR GLOBAL LLC HEALTH & WELFARE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2K
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALOR IT INC 401(K) PROFIT SHARING PLAN & TRUST401k$2.7M5332024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALOR GLOBAL, LLC HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$268K2382025
502VALOR GLOBAL, LLC HEALTH & WELFARE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$14K2212025
503VALOR GLOBAL LLC HEALTH & WELFARE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$2K2212025
Retirement plans
Welfare plans
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