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Sponsor portfolio

VALOR LLC

EIN 61-1370293-Latest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$234K premiums
Participants
750
1200 ALSOP LANE - OWENSBORO, KY 42303270-663-3202
Plans on this EIN
2 filings
#001401k-$5.7M - 252 part#503Mixed-$234K - 498 lives

Benefits portfolio analytics

1 plan / $234K premiums / 498 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$161K
  • Other$161K
  • Long-term disability$92K
  • Dental$72K
  • Vision$72K
  • Short-term disability$69K
Total $234K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • ANTHEM LIFE INSURANCE COMPANY39%
  • HEALTH RESOURCES, INC.31%
  • AFLAC30%
Total $234K3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • HOUCHENS INSURANCE GROUP INC48%
  • JOSEPH GARETT KELLER26%
  • DENNIS W HOFFMAN13%
  • JENNIFER KELLER6%
  • MARK C LAMAR3%
  • +3 more
Total $28K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VALOR, LLC RETIREMENT PLAN

401k

Assets$5.7M
Participants252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

VALOR OIL LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - ANTHEM LIFE INSURANCE COMPANY

Premiums$234K
Covered lives498
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALOR, LLC RETIREMENT PLAN401k$5.7M2522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503VALOR OIL LLC HEALTH AND WELFARE BENEFIT PLANMixedANTHEM LIFE INSURANCE COMPANY$234K4982025
Retirement plans
Welfare plans
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