Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$155K
- Health$142K
- Prescription drug$142K
- Long-term disability$98K
- Life$68K
- Other$68K
- +2 more
Filings through .
Top hat
Valuation Research Corporation
EIN 39-1214928Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$92.7M assets
Health & Benefits
1
$543K premiums
Participants
569
330 EAST KILBOURN AVENUE, SUITE 1425 - MILWAUKEE, WI 53202414-221-6241
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $543K premiums / 281 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
VALUATION RESEARCH CORPORATION EMPLOYEES' PROFIT SHARING PLAN
401(k)
Assets$92.7M
Participants335
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
VALUATION RESEARCH CORPORATION WELFARE BENEFIT PLAN
Fully insured - DELTA DENTAL OF WISCONSIN
Premiums$543K
Covered lives281
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VALUATION RESEARCH CORPORATION EMPLOYEES' PROFIT SHARING PLAN | 401(k) | $92.7M | 335 | 2025 |
- #001 · 401(k) · 2025335
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | VALUATION RESEARCH CORPORATION WELFARE BENEFIT PLAN | Fully insured | DELTA DENTAL OF WISCONSIN | $543K | 281 | 2025 |
- #504 · Fully insured · DELTA DENTAL OF WISCONSIN · 2025281
Retirement plans
Health & Benefits plans