Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $28.5M assets / 269 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
2 plans / $1.1M premiums / 402 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 - GRANULAR INSURANCE COMPANY
Mixed - GUARDIAN LIFE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN | Traditional DB | $19.1M | 136 | 2025 |
| #001 | VALLEY TELEPHONE COOP. 401(K) RETIREMENT PLAN | 401(k) | $9.3M | 133 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | VALLEY TELEPHONE POSTRETIREMENT BENEFIT POLICY | Mixed | GRANULAR INSURANCE COMPANY | $863K | 178 | 2025 |
| #507 | VALLEY TELEPHONE COOPERATIVE, INC. HEALTH AND WELFARE PLAN | Mixed | GUARDIAN LIFE | $248K | 224 | 2025 |