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Sponsor portfolioTH

TRI VALLEY HEALTH SYSTEM

EIN 47-6028103-Latest filing 2025
Plans
3
Retirement
1
$13.0M assets
Welfare
2
$60K premiums
Participants
493
PO BOX 488, 1305 HIGHWAY 6 AND 34 - CAMBRIDGE, NE 69022308-697-3329
Plans on this EIN
3 filings
#003403b-$13.0M - 224 part#510Fully Insured-$43K - 135 lives#502Fully Insured-$17K - 134 lives

Benefits portfolio analytics

2 plans / $60K premiums / 269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$43K
  • Life$31K
  • Long-term disability$17K
Total $60K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $60K1 slice

Broker market share

Schedule A broker compensation

Split broker
53%top
  • HOLMES MURPHY & ASSOCIATES53%
  • VESTA VOLUNTARY SPECIALISTS INC26%
  • AVANT SPECIALTY BENEFITS LLC22%
Total $13K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TRI VALLEY HEALTH SYSTEM RETIREMENT PLAN

403b

Assets$13.0M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

TRI VALLEY HEALTH SYSTEM EMPLOYEES' GROUP LIFE INSURANCE PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$43K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TRI VALLEY HEALTH SYSTEM EMPLOYEES' GROUP LONG TERM DISABILITY PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$17K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003TRI VALLEY HEALTH SYSTEM RETIREMENT PLAN403b$13.0M2242024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510TRI VALLEY HEALTH SYSTEM EMPLOYEES' GROUP LIFE INSURANCE PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$43K1352025
502TRI VALLEY HEALTH SYSTEM EMPLOYEES' GROUP LONG TERM DISABILITY PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$17K1342025
Retirement plans
Welfare plans
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