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Sponsor portfolio

VALLEY CORPORATION

EIN 47-0543890-construction-Latest filing 2025
Plans
2
Retirement
1
$8.9M assets
Welfare
1
$240K premiums
Participants
314
28001 IDA CIRCLE - VALLEY, NE 68064402-359-2578valleycorp.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#011401k-$8.9M - 141 part#503Mixed-$240K - 459 lives

Benefits portfolio analytics

1 plan / $240K premiums / 459 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$240K
  • Vision$240K
  • Life$240K
  • Other$240K
Total $240K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $240K1 slice

Broker market share

Schedule A broker compensation

Split broker
89%top
  • FIRST INSURANCE GROUP LLC89%
  • MARSHBERRY CONNECT PLATFORM LLC11%
Total $27K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#011

VALLEY CORPORATION RETIREMENT SAVINGS PLAN

401k

Assets$8.9M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

VALLEY CORPORATION HEALTH & WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$240K
Covered lives459
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
011VALLEY CORPORATION RETIREMENT SAVINGS PLAN401k$8.9M1412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503VALLEY CORPORATION HEALTH & WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$240K4592025
Retirement plans
Welfare plans
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