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Sponsor portfolio

PLEASANT VALLEY HOMES, INC.

EIN 33-1080091-construction-Latest filing 2025
Plans
3
Retirement
1
$3.1M assets
Welfare
2
$823K premiums
Participants
449
100 HAMMER SMITH DRIVE - PINE GROVE, PA 17963570-345-8600pleasantvalleymodularhomes.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$3.1M - 197 part#502Self Funded-$743K - 117 lives#501Fully Insured-$80K - 135 lives

Benefits portfolio analytics

2 plans / $823K premiums / 252 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$743K
  • Dental$42K
  • Life$20K
  • Short-term disability$20K
  • Other$20K
  • Vision$12K
  • +1 more
Total $823K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITED STATES FIRE INSURANCE COMPANY90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • AMERICAN UNITED LIFE INSURANCE COMPANY2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • +1 more
Total $823K6 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • BROWN & BROWN INSURANCE SERVICES74%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC25%
  • HOLMES MURPHY & ASSOCIATES1%
  • INDEPENDENCE PLANNING GROUP0%
  • MAZZMAR LLC0%
Total $13K5 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 HOMES 401(K)

401k

Assets$3.1M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PLEASANT VALLEY HOMES, INC. GROUP MEDICAL PLAN

Self Funded - CRUM & FORSTER

Premiums$743K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PLEASANT VALLEY HOMES EMPLOYEE BENEFITS PROGRAM

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY

Premiums$80K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLEASANT VALLEY HOMES 401(K)401k$3.1M1972024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PLEASANT VALLEY HOMES, INC. GROUP MEDICAL PLANSelf FundedCRUM & FORSTER$743K1172025
501PLEASANT VALLEY HOMES EMPLOYEE BENEFITS PROGRAMFully InsuredGUARDIAN LIFE INSURANCE COMPANY$80K1352025
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