Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$190K
- Vision$190K
- Life$190K
- Short-term disability$190K
- Other$190K
Sponsor portfolio
VALLEY GROUP, INC
EIN 54-0896662machineryLatest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$190K premiums
Participants
263
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $190K premiums / 136 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
89%top
- BEARING INSURANCE GROUP, LLC89%
- THE CASON GROUP INC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VALLEY GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$10.7M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
VALLEY GROUP, INC. GROUP INSURANCE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$190K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALLEY GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $10.7M | 127 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | VALLEY GROUP, INC. GROUP INSURANCE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $190K | 136 | 2025 |
Retirement plans
Welfare plans