Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$242K
- Short-term disability$242K
- Long-term disability$242K
- Other$242K
- Dental$158K
- Vision$158K
Sponsor portfolioTH
VALLEY OAKS HEALTH, INC.
EIN 35-0988724medical practiceLatest filing 2025
Plans
2
Retirement
1
$31.9M assets
Welfare
1
$399K premiums
Participants
1,317
415 NORTH 26TH STREET, SUITE 300 - LAFAYETTE, IN 47904765-446-6400valleyoaks.orgLinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $399K premiums / 398 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- HARTFORD LIFE AND ACCIDENT60%
- HUMANA INSURANCE COMPANY40%
Broker market share
Schedule A broker compensation
78%top
- HYLANT GROUP INC78%
- CENTRO BENEFITS RESEARCH LLC22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
VALLEY OAKS HEALTH 401(K) RETIREMENT PLAN
401k
Assets$31.9M
Participants919
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
VALLEY OAKS HEALTH, INC. WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$399K
Covered lives398
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | VALLEY OAKS HEALTH 401(K) RETIREMENT PLAN | 401k | $31.9M | 919 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | VALLEY OAKS HEALTH, INC. WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $399K | 398 | 2025 |
Retirement plans
Welfare plans