Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$27K
- Life$20K
- Other$20K
Sponsor portfolioTH
VALLEY MANAGEMENT, INC.
EIN 39-1259167Latest filing 2025
Plans
4
Retirement
1
$8.2M assets
Welfare
3
$1.6M premiums
Participants
771
18 JEWELERS PARK DR, STE 100 - NEENAH, WI 54956920-725-8969valleymanagement.comLinkedIn51-200 employees
Benefits portfolio analytics
3 plans / $1.6M premiums / 430 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- M3 INSURANCE SOLUTIONS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VALLEY MANAGEMENT, INC. 401(K) PLAN AND TRUST
401k
Assets$8.2M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
VALLEY MANAGEMENT, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Fully Insured - NETWORK HEALTH PLAN
Premiums$1.6M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF VALLEY MANAGEMENT, INC.
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$27K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#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
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALLEY MANAGEMENT, INC. 401(K) PLAN AND TRUST | 401k | $8.2M | 341 | 2024 |
Welfare plans3
| 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 |
Retirement plans
Welfare plans