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  2. McConnell Valdes LLC
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Filings through Oct 24, 2026.

McConnell Valdes LLC

EIN 66-0226027-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
5
Retirement
1
$80.8M assets
Health & Benefits
4
$1.7M premiums
Participants
752
PO BOX 364225 - SAN JUAN, PR 009364225787-759-9292
Plans on this EIN
5 filings
#002Profit-sharing-$80.8M - 212 part#501Fully insured-$1.5M - 137 lives#502Fully insured-$84K - 153 lives#504Fully insured-$63K - 124 lives#503Fully insured-$55K - 142 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.

Benefits portfolio analytics

4 plans / $1.7M premiums / 556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Prescription drug$1.5M
  • Life$118K
  • +1 more
Total $1.7M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MCV RETIREMENT PLAN

Profit-sharing

Assets$80.8M
Participants212
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MC CONNELL VALDES LLC HEALTH, MM, DENTAL AND PRESCRIPTION DRUG PLAN

Fully insured - TRIPLE S SALUD INC

Premiums$1.5M
Covered lives137
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

MC CONNEL VALDES LLC LONG TERM DISABILITY PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$84K
Covered lives153
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

MC CONNEL VALDES LLC TRUST LIFE INSURANCE PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$63K
Covered lives124
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

MC CONNEL VALDES LLC LIFE AND ACCIDENT DEATH & DISMEMBERMENT PLAN

Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$55K
Covered lives142
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MCV RETIREMENT PLANProfit-sharing$80.8M2122025
  • MCV RETIREMENT PLAN$80.8M
    #002 · Profit-sharing · 2025212

Health & Benefits plans

4 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MC CONNELL VALDES LLC HEALTH, MM, DENTAL AND PRESCRIPTION DRUG PLANFully insuredTRIPLE S SALUD INC$1.5M1372025
#502MC CONNEL VALDES LLC LONG TERM DISABILITY PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$84K1532025
#504MC CONNEL VALDES LLC TRUST LIFE INSURANCE PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$63K1242025
#503MC CONNEL VALDES LLC LIFE AND ACCIDENT DEATH & DISMEMBERMENT PLANFully insuredLIFE INSURANCE COMPANY OF NORTH AMERICA$55K1422025
  • MC CONNELL VALDES LLC HEALTH, MM, DENTAL AND PRESCRIPTION DRUG PLAN$1.5M
    #501 · Fully insured · TRIPLE S SALUD INC · 2025137
  • MC CONNEL VALDES LLC LONG TERM DISABILITY PLAN$84K
    #502 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025153
  • MC CONNEL VALDES LLC TRUST LIFE INSURANCE PLAN$63K
    #504 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025124
  • MC CONNEL VALDES LLC LIFE AND ACCIDENT DEATH & DISMEMBERMENT PLAN$55K
    #503 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025142
Retirement plans
Health & Benefits plans

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