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  2. SAN LUIS VALLEY BEHAVIORAL HEALTH GROUP, INC.
Sponsor portfolio

SAN LUIS VALLEY BEHAVIORAL HEALTH GROUP, INC.

EIN 27-2126155-mental health care-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$229K premiums
Participants
314
8745 COUNTY ROAD 9 SOUTH - ALAMOSA, CO 811019610719-587-5613slvbehavioralhealthgroup.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filings
#002401k-$9.8M - 172 part#501Mixed-$229K - 272 lives

Benefits portfolio analytics

1 plan / $229K premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$128K
  • Life$113K
  • Short-term disability$113K
  • Long-term disability$113K
  • Dental$101K
  • Vision$101K
Total $229K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY49%
  • AMERITAS LIFE INSURANCE CORP.44%
  • AFLAC4%
  • MINES & ASSOCIATES3%
Total $229K4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • IMA, INC.92%
  • WATCHTOWER BENEFITS, LLC5%
  • LEXTOR CORPORATION1%
  • JENNIFER L FOSS1%
  • DAYTON LLC1%
  • +1 more
Total $34K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SLV BEHAVIORAL HEALTH GROUP, INC. 401(K) PLAN

401k

Assets$9.8M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAN LUIS VALLEY BEHAVIORAL HEALTH GROUP, INC. WRAP PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$229K
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SLV BEHAVIORAL HEALTH GROUP, INC. 401(K) PLAN401k$9.8M1722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAN LUIS VALLEY BEHAVIORAL HEALTH GROUP, INC. WRAP PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$229K2722025
Retirement plans
Welfare plans
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