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Sponsor portfolioTH

GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.

EIN 74-1194662-Information-Latest filing 2024
Plans
3
Retirement
2
$125.4M assets
Welfare
1
$902K premiums
Participants
771
36101 FM 3159 - NEW BRAUNFELS, TX 781325903830-885-4411LinkedIn1-10 employees
Plans on this EIN
3 filings
#001TraditionalDB-$78.9M - 140 part#002401k-$46.4M - 269 part#505Mixed-$902K - 342 lives

Retirement portfolio analytics

2 plans aggregated / $125.4M assets / 409 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • AND SECURITY PROGRAM (#001)63%
  • COOPERATIVE, INC. 401(K) (#002)37%
Total $125.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • JOHN HANCOCK LIFE INSURANCE COMPANY37%
Total $125.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COOPERATIVE, INC. 401(K) (#002)269
  • AND SECURITY PROGRAM (#001)140
Total 409Click row to drill in

Benefits portfolio analytics

1 plan / $902K premiums / 342 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$397K
  • Other$251K
  • Life$172K
  • Short-term disability$90K
  • Long-term disability$67K
  • Vision$57K
  • +1 more
Total $902K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • NATIONWIDE LIFE INSURANCE COMPANY44%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY36%
  • HARTFORD LIFE AND ACCIDENT9%
  • EYEMED VISION CARE6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
Total $902K5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MCGRIFF INSURANCE SERVICES INC58%
  • TAGCO ASSOCIATES LP24%
  • STRATEBEN INC15%
  • BAFFIN BAY MARKETING GROUP, LLC3%
Total $50K4 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

GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAM

TraditionalDB

Assets$78.9M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN

401k

Assets$46.4M
Participants269
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. MEDICAL BENEFIT PLAN

Mixed - ACCRISK/NATIONWIDE LIFE INSURANCE COMPANY

Premiums$902K
Covered lives342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. RETIREMENT AND SECURITY PROGRAMTraditionalDB$78.9M1402024
002GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. 401(K) PLAN401k$46.4M2692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC. MEDICAL BENEFIT PLANMixedACCRISK/NATIONWIDE LIFE INSURANCE COMPANY$902K3422024
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