Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$156K
- Dental$150K
- Vision$150K
- Life$150K
- Long-term disability$150K
Filings through .
Valmark Financial Group, LLC
EIN 34-1924302financial servicesLatest filing 2025
Plans
2
Retirement
1
$35.6M assets
Health & Benefits
1
$156K premiums
Participants
349
130 SPRINGSIDE DR, SUITE 110 - AKRON, OH 44333330-576-1234valmarkfg.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $156K premiums / 165 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN
401(k)
Assets$35.6M
Participants184
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
VALMARK FINANCIAL GROUP BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$156K
Covered lives165
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN | 401(k) | $35.6M | 184 | 2025 |
- #001 · 401(k) · 2025184
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | VALMARK FINANCIAL GROUP BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $156K | 165 | 2025 |
- #503 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025165
Retirement plans
Health & Benefits plans