Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$410K
- Dental$329K
- Life$329K
- Short-term disability$329K
- Long-term disability$329K
- Vision$35K
Sponsor portfolio
BADGER VALLEY INVESTMENTS, LLC
EIN 26-3311496Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$445K premiums
Participants
822
P. O. BOX 650 - PAULS VALLEY, OK 73075405-207-9002
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $445K premiums / 487 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY74%
- SUN LIFE ASSURANCE COMPANY OF CANADA18%
- AMERITAS LIFE INSURANCE CORP.8%
Broker market share
Schedule A broker compensation
93%top
- NFP INSURANCE SERVICES INC93%
- WATCHTOWER BENEFITS, LLC6%
- WATCHTOWER TECHNOLOGIES INC1%
- TOTALIS BENEFITS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SETH WADLEY AUTO GROUP 401(K) PLAN
401k
Assets$4.0M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BADGER VALLEY INVESTMENTS HEALTH & WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$445K
Covered lives487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SETH WADLEY AUTO GROUP 401(K) PLAN | 401k | $4.0M | 335 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BADGER VALLEY INVESTMENTS HEALTH & WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $445K | 487 | 2025 |
Retirement plans
Welfare plans