Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$2.1M
- Other$2.1M
- Life$2.1M
- Short-term disability$2.1M
Sponsor portfolio
VALLEN DISTRIBUTION, INC.
EIN 56-2281578Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$273.1M assets
Welfare
1
$2.2M premiums
Participants
6,654
2100 THE OAKS PKWY - BELMONT, NC 28012877-820-1017
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 7,534 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- RELIASTAR LIFE INSURANCE COMPANY96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- HEALTH ADVOCATE SOLUTIONS, INC.1%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
85%top
- USI INSURANCE SERVICES LLC85%
- ONE80 INTERMEDIARIES INC9%
- ADP INC5%
- DANIEL WARD RICHARDSON1%
- TIMOTHY C. FLANAGAN0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VALLEN DISTRIBUTION, INC. 401(K) PLAN
401k
Assets$273.1M
Participants3,753
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
VALLEN DISTRIBUTION, INC. HEALTH & WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$2.2M
Covered lives7,534
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALLEN DISTRIBUTION, INC. 401(K) PLAN | 401k | $273.1M | 3,753 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | VALLEN DISTRIBUTION, INC. HEALTH & WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $2.2M | 7,534 | 2024 |
Retirement plans
Welfare plans