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Sponsor portfolioTH

VALLEY SENIOR LIVING

EIN 45-0448164-consumer services-Latest filing 2025
Plans
2
Retirement
1
$34.5M assets
Welfare
1
$5.8M premiums
Participants
1,090
2900 14TH AVE S - GRAND FORKS, ND 58201701-787-7941valleyseniorliving.orgLinkedIn501-1000 employeesconsumer services
Plans on this EIN
2 filings
#002401k-$34.5M - 647 part#501Fully Insured-$5.8M - 616 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DELTA DENTAL OF CALIFORNIA6%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $5.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • NORTH RISK PARTNERS LLC59%
  • MARSH & MCLENNAN AGENCY LLC38%
  • ASSUREDPARTNERS3%
  • PLANSOURCE BENEFITS ADMINISTRATION0%
  • LIAZON BENEFITS INC0%
Total $108K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VALLEY SENIOR LIVING RETIREMENT PLAN

401k

Assets$34.5M
Participants647
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALLEY SENIOR LIVING WRAP PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH DAKOTA

Premiums$5.8M
Covered lives616
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002VALLEY SENIOR LIVING RETIREMENT PLAN401k$34.5M6472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALLEY SENIOR LIVING WRAP PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH DAKOTA$5.8M6162025
Retirement plans
Welfare plans
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