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  2. VALLEY JOIST, LLC
Sponsor portfolio

VALLEY JOIST, LLC

EIN 63-1106232-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$2.4M premiums
Participants
499
2350 JORDAN ROAD SW - FORT PAYNE, AL 35968256-697-1017valleyjoist.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$7.7M - 260 part#501Mixed-$2.4M - 354 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 354 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Other$310K
  • Dental$234K
  • Vision$234K
  • Life$234K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • SYNERGY ENROLLMENT & BENEFITS LLC0%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $57K3 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

VALLEY JOIST, LLC 401(K) SAVINGS PLAN

401k

Assets$7.7M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALLEY JOIST, LLC. HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.4M
Covered lives354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALLEY JOIST, LLC 401(K) SAVINGS PLAN401k$7.7M2602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALLEY JOIST, LLC. HEALTH AND WELFARE PLANMixedBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.4M3542025
Retirement plans
Welfare plans
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