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Sponsor portfolio

VALLUZZO COMPANIES LLC

EIN 38-3821140-restaurants-Latest filing 2025
Plans
2
Retirement
1
$23.3M assets
Welfare
1
$2.3M premiums
Participants
1,506
8710 JEFFERSON HWY - BATON ROUGE, LA 70809225-408-3943valluzzocompanies.comLinkedIn1001-5000 employeesrestaurants
Plans on this EIN
2 filings
#001401k-$23.3M - 1,263 part#501Fully Insured-$2.3M - 243 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 243 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Life$220K
  • Short-term disability$220K
  • Long-term disability$220K
  • Dental$96K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA9%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • MARSH & MCLENNAN AGENCY LLC81%
  • MCGRIFF INSURANCE SERVICES INC7%
  • SOUTHERN NATIONAL LIFE INSURANCE CO6%
  • SOUTHERN NATL MARKETING CO6%
Total $186K4 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

VALLUZZO COMPANIES, LLC 401(K) RETIREMENT PLAN

401k

Assets$23.3M
Participants1,263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALLUZZO COMPANIES LLC WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD

Premiums$2.3M
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALLUZZO COMPANIES, LLC 401(K) RETIREMENT PLAN401k$23.3M1,2632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALLUZZO COMPANIES LLC WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD$2.3M2432025
Retirement plans
Welfare plans
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