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Sponsor portfolio

PLEASANT VALLEY CORPORATION

EIN 27-0901655-construction-Latest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$1.8M premiums
Participants
573
1093 MEDINA ROAD, SUITE 100 - MEDINA, OH 44256330-239-0176pleasantvalleyconstruction.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$8.6M - 245 part#501Mixed-$1.8M - 328 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 328 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.8M
  • Vision$1.8M
  • Health$1.7M
  • Life$168K
  • Long-term disability$168K
  • Other$168K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • COMMUNITY INSURANCE COMPANY91%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • THE JAMES B OSWALD COMPANY86%
  • CENTRO BENEFITS RESEARCH LLC8%
  • ERC SERVICES INC6%
Total $130K3 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

PLEASANT VALLEY CORPORATION 401(K) PLAN

401k

Assets$8.6M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLEASANT VALLEY CORPORATION WELFARE BENEFIT PLAN

Mixed - COMMUNITY INSURANCE COMPANY

Premiums$1.8M
Covered lives328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLEASANT VALLEY CORPORATION 401(K) PLAN401k$8.6M2452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLEASANT VALLEY CORPORATION WELFARE BENEFIT PLANMixedCOMMUNITY INSURANCE COMPANY$1.8M3282025
Retirement plans
Welfare plans
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