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  2. PERFORMANCE VALIDATION, INC.
Sponsor portfolio

PERFORMANCE VALIDATION, INC.

EIN 35-2113599-pharmaceuticals-Latest filing 2025
Plans
3
Retirement
2
$31.8M assets
Welfare
1
$257K premiums
Participants
460
6325 DIGITAL WAY, SUITE 100 - INDIANAPOLIS, IN 46278317-248-8848perfval.comLinkedIn51-200 employeespharmaceuticals
Plans on this EIN
3 filings
#002ESOP-$20.1M - 129 part#001401k-$11.7M - 177 part#501Mixed-$257K - 246 lives

Retirement portfolio analytics

2 plans aggregated / $31.8M assets / 306 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEE STOCK OWNERSHIP (#002)63%
  • VALIDATION, INC. 401(K) (#001)37%
Total $31.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VALIDATION, INC. 401(K) (#001)177
  • EMPLOYEE STOCK OWNERSHIP (#002)129
Total 306Click row to drill in

Benefits portfolio analytics

1 plan / $257K premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$257K
  • Vision$257K
  • Life$257K
  • Short-term disability$257K
  • Long-term disability$257K
  • Other$257K
Total $257K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $257K1 slice

Broker market share

Schedule A broker compensation

Split broker
53%top
  • GIBSON INSURANCE AGENCY, INC.53%
  • JAMES R NELLIGAN & ASSOCIATES LLC47%
Total $32K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PERFORMANCE VALIDATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$20.1M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PERFORMANCE VALIDATION, INC. 401(K) PLAN

401k

Assets$11.7M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PERFORMANCE VALIDATION, INC. HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$257K
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PERFORMANCE VALIDATION EMPLOYEE STOCK OWNERSHIP PLANESOP$20.1M1292024
001PERFORMANCE VALIDATION, INC. 401(K) PLAN401k$11.7M1772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PERFORMANCE VALIDATION, INC. HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$257K2462025
Retirement plans
Welfare plans
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