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Sponsor portfolio

VALTECH SOLUTIONS, LLC

EIN 27-3548024-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$31.9M assets
Welfare
1
$812K premiums
Participants
642
7700 WINDROSE, #G300 - PLANO, TX 75024972-789-1200
Plans on this EIN
2 filings
#001401k-$31.9M - 397 part#501Mixed-$812K - 715 lives

Benefits portfolio analytics

1 plan / $812K premiums / 715 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$812K
  • Dental$419K
  • Vision$419K
  • Life$386K
  • Short-term disability$386K
  • Long-term disability$386K
Total $812K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNITEDHEALTHCARE INSURANCE COMPANY52%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA47%
  • CURALINC HEALTHCARE1%
Total $812K3 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • HOLMES MURPHY & ASSOCIATES73%
  • GALLAGHER BENEFIT SERVICES, INC.13%
  • AVANT SPECIALTY BENEFITS LLC8%
  • MARSH & MCLENNAN AGENCY LLC6%
Total $107K4 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

VALTECH 401(K) SAVINGS PLAN

401k

Assets$31.9M
Participants397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALTECH SOLUTIONS, INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$812K
Covered lives715
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALTECH 401(K) SAVINGS PLAN401k$31.9M3972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALTECH SOLUTIONS, INC. EMPLOYEE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$812K7152024
Retirement plans
Welfare plans
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