Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $136.4M assets / 416 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $920K premiums / 354 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Mixed - ACCRISK/NATIONWIDE LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM | Traditional DB | $82.3M | 140 | 2025 |
| #002 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN | 401(k) | $54.0M | 276 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. MEDICAL BENEFIT PLAN | Mixed | ACCRISK/NATIONWIDE LIFE INSURANCE COMPANY | $920K | 354 | 2025 |