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Sponsor portfolio

MCCONNELL VALDES LLC

EIN 66-0226027-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
5
Retirement
1
$80.8M assets
Welfare
4
$1.7M premiums
Participants
752
PO BOX 364225 - SAN JUAN, PR 009364225787-759-9292
Plans on this EIN
5 filings
#002ProfitSharing-$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

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • TRIPLE S SALUD, INC.88%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA12%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • HUB INTERNATIONAL MIDWEST LIMITED91%
  • INNOVA INSURANCE9%
Total $126K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MCV RETIREMENT PLAN

ProfitSharing

Assets$80.8M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

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

Fully Insured - TRIPLE S SALUD INC

Premiums$1.5M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MC CONNEL VALDES LLC LONG TERM DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$84K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

MC CONNEL VALDES LLC TRUST LIFE INSURANCE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$63K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MC CONNEL VALDES LLC LIFE AND ACCIDENT DEATH & DISMEMBERMENT PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$55K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MCV RETIREMENT PLANProfitSharing$80.8M2122025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest 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
Retirement plans
Welfare plans
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