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  2. VALLEY EXPRESS, LLC
Sponsor portfolio

VALLEY EXPRESS, LLC

EIN 39-1907049-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$11.4M assets
Welfare
1
$2.0M premiums
Participants
486
6003 STATE ROAD 76 - OSHKOSH, WI 54904920-231-1677valleyexpress.netLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$11.4M - 311 part#510Fully Insured-$2.0M - 175 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Other$203K
  • Life$143K
  • Short-term disability$143K
  • Long-term disability$143K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITEDHEALTHCARE INSURANCE COMPANY85%
  • AMERICAN UNITED LIFE INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • MEGAN SILVERMAN2%
  • DAVID J MCCLELLAN2%
  • 5G BENEFITS LLC1%
Total $112K4 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

VALLEY EXPRESS LLC 401(K) AND PROFIT SHARING PLAN

401k

Assets$11.4M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

VALLEY EXPRESS LLC AND STRAIGHT SHOT EXPRESS LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.0M
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALLEY EXPRESS LLC 401(K) AND PROFIT SHARING PLAN401k$11.4M3112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510VALLEY EXPRESS LLC AND STRAIGHT SHOT EXPRESS LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.0M1752025
Retirement plans
Welfare plans
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