PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Valley Senior Living
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Valley Senior Living

EIN 45-0448164-consumer services-Latest filing 2025
Plans
2
Retirement
1
$40.5M assets
Health & Benefits
1
$5.8M premiums
Participants
1,104
2900 14TH AVE. SOUTH - GRAND FORKS, ND 582014042701-787-7941valleyseniorliving.orgLinkedIn501-1000 employeesconsumer services
Plans on this EIN
2 filings
#002401(k)-$40.5M - 661 part#501Fully insured-$5.8M - 616 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $5.8M premiums / 616 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Dental$347K
  • Other$167K
  • Life$142K
  • Vision$114K
  • Long-term disability$114K
Total $5.8M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

VALLEY SENIOR LIVING RETIREMENT PLAN

401(k)

Assets$40.5M
Participants661
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

VALLEY SENIOR LIVING WRAP PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF NORTH DAKOTA

Premiums$5.8M
Covered lives616
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002VALLEY SENIOR LIVING RETIREMENT PLAN401(k)$40.5M6612025
  • VALLEY SENIOR LIVING RETIREMENT PLAN$40.5M
    #002 · 401(k) · 2025661

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501VALLEY SENIOR LIVING WRAP PLANFully insuredBLUE CROSS BLUE SHIELD OF NORTH DAKOTA$5.8M6162025
  • VALLEY SENIOR LIVING WRAP PLAN$5.8M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF NORTH DAKOTA · 2025616
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica