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Sponsor portfolioTH

VALUATION RESEARCH CORPORATION

EIN 39-1214928-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$92.7M assets
Welfare
1
$2.9M premiums
Participants
587
330 EAST KILBOURN AVENUE, SUITE 1425 - MILWAUKEE, WI 53202414-221-6241
Plans on this EIN
2 filings
#001401k-$92.7M - 335 part#504Fully Insured-$2.9M - 421 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 421 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Vision$2.5M
  • Life$198K
  • Short-term disability$198K
  • Long-term disability$198K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA5%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $2.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • HAYS COMPANIES, INC.58%
  • BROWN & BROWN INSURANCE SERVICES36%
  • REUBEN WARNER ASSOCIATES, INC.5%
Total $90K3 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

VALUATION RESEARCH CORPORATION EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$92.7M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

VALUATION RESEARCH CORPORATION WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF WISCONSIN

Premiums$2.9M
Covered lives421
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALUATION RESEARCH CORPORATION EMPLOYEES' PROFIT SHARING PLAN401k$92.7M3352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504VALUATION RESEARCH CORPORATION WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF WISCONSIN$2.9M4212024
Retirement plans
Welfare plans
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