Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$156K
- Dental$150K
- Vision$150K
- Life$150K
- Long-term disability$150K
Sponsor portfolio
VALMARK FINANCIAL GROUP, LLC
EIN 34-1924302financial servicesLatest filing 2025
Plans
2
Retirement
1
$28.5M assets
Welfare
1
$156K premiums
Participants
341
130 SPRINGSIDE DRIVE, SUITE 110 - AKRON, OH 44333330-576-1234valmarkfg.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $156K premiums / 165 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY96%
- ULLIANCE, INC.4%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN
401k
Assets$28.5M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
VALMARK FINANCIAL GROUP BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$156K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN | 401k | $28.5M | 176 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | VALMARK FINANCIAL GROUP BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $156K | 165 | 2025 |
Retirement plans
Welfare plans