PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VALTIR, LLC
Sponsor portfolio

VALTIR, LLC

EIN 42-1642965-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$68.2M assets
Welfare
1
$972K premiums
Participants
1,516
15601 DALLAS PARKWAY, SUITE 525 - ADDISON, TX 75001214-589-8736valtir.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$68.2M - 860 part#501Mixed-$972K - 833 lives

Benefits portfolio analytics

1 plan / $972K premiums / 833 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$687K
  • Short-term disability$687K
  • Long-term disability$687K
  • Other$687K
  • Dental$226K
  • Vision$59K
Total $972K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • HARTFORD LIFE AND ACCIDENT71%
  • DELTA DENTAL OF CALIFORNIA23%
  • EYEMED VISION CARE6%
Total $972K3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • HOLMES MURPHY & ASSOCIATES93%
  • AVANT SPECIALTY BENEFITS LLC4%
  • MARSH & MCLENNAN AGENCY LLC3%
Total $69K3 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

VALTIR 401(K) PLAN

401k

Assets$68.2M
Participants860
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALTIR, LLC EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$972K
Covered lives833
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALTIR 401(K) PLAN401k$68.2M8602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALTIR, LLC EMPLOYEE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$972K8332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica