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  2. VALLEY TELEPHONE COOPERATIVE, INC.
Sponsor portfolioTH

VALLEY TELEPHONE COOPERATIVE, INC.

EIN 74-1207591-telecommunications-Latest filing 2025
Plans
4
Retirement
2
$31.7M assets
Welfare
2
$1.3M premiums
Participants
644
881 E HIDALGO - RAYMONDVILLE, TX 78580800-446-2031vtci.netLinkedIn201-500 employeestelecommunications
Plans on this EIN
4 filings
#002TraditionalDB-$17.9M - 151 part#001401k-$13.8M - 226 part#501Mixed-$1.0M - 291 lives#507Mixed-$248K - 224 lives

Retirement portfolio analytics

2 plans aggregated / $31.7M assets / 377 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • DEFINED BENEFIT PLAN (#002)56%
  • 401(K) RETIREMENT PLAN (#001)44%
Total $31.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • (Not disclosed)56%
  • NEWPORT GROUP, INC.44%
Total $31.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)226
  • DEFINED BENEFIT PLAN (#002)151
Total 377Click row to drill in

Benefits portfolio analytics

2 plans / $1.3M premiums / 515 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$248K
  • Life$168K
  • Short-term disability$168K
  • Long-term disability$168K
Total $248K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA68%
  • HCC LIFE INSURANCE COMPANY19%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
Total $248K3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • MARSH & MCLENNAN AGENCY LLC64%
  • KATHY SUE ENOCHS16%
  • JEFF A MUND15%
  • IMAGINE 360 ADMINISTRATORS, LLC6%
Total $30K4 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

VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$17.9M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN

401k

Assets$13.8M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY

Mixed - SKYWARD SPECIALTY INSURANCE

Premiums$1.0M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

VALLEY TELEPHONE COOPERATIVE, INC. HEALTH AND WELFARE PLAN

Mixed - GUARDIAN LIFE

Premiums$248K
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLANTraditionalDB$17.9M1512024
001VALLEY TELEPHONE COOPERATIVE COOP. 401(K) RETIREMENT PLAN401k$13.8M2262024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICYMixedSKYWARD SPECIALTY INSURANCE$1.0M2912024
507VALLEY TELEPHONE COOPERATIVE, INC. HEALTH AND WELFARE PLANMixedGUARDIAN LIFE$248K2242025
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