Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$27K
- Life$20K
- Other$20K
Filings through .
Top hat
Valley Management, Inc.
EIN 39-1259167Accommodation and Food ServicesLatest filing 2025
Plans
4
Retirement
1
$8.7M assets
Health & Benefits
3
$1.6M premiums
Participants
798
18 JEWELERS PARK DR STE 100 - NEENAH, WI 549565902920-725-8969valleymanagement.comLinkedIn51-200 employees
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $1.6M premiums / 430 covered lives
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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
VALLEY MANAGEMENT, INC. 401(K) PLAN AND TRUST
401(k)
Assets$8.7M
Participants368
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
VALLEY MANAGEMENT, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Fully insured - NETWORK HEALTH PLAN
Premiums$1.6M
Covered lives138
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF VALLEY MANAGEMENT, INC.
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$27K
Covered lives146
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
GROUP LIFE, ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE FOR EMPLOYEES OF VALLEY MANAGEMENT, INC.
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$20K
Covered lives146
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VALLEY MANAGEMENT, INC. 401(K) PLAN AND TRUST | 401(k) | $8.7M | 368 | 2025 |
- #001 · 401(k) · 2025368
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | VALLEY MANAGEMENT, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN | Fully insured | NETWORK HEALTH PLAN | $1.6M | 138 | 2024 |
| #503 | GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF VALLEY MANAGEMENT, INC. | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $27K | 146 | 2025 |
| #501 | GROUP LIFE, ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE FOR EMPLOYEES OF VALLEY MANAGEMENT, INC. | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $20K | 146 | 2025 |
- #502 · Fully insured · NETWORK HEALTH PLAN · 2024138
- #503 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025146
- #501 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025146
Retirement plans
Health & Benefits plans