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  2. NUESTRA CLINICA DEL VALLE, INC.
Sponsor portfolio

NUESTRA CLINICA DEL VALLE, INC.

EIN 74-1721807-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$14.7M assets
Welfare
1
$314K premiums
Participants
839
801 W 1ST ST - SAN JUAN, TX 785892276956-787-8915nuestraclinicadelvalle.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001MoneyPurchase-$10.8M - 295 part#002403b-$3.8M - 342 part#501Mixed-$314K - 247 lives

Retirement portfolio analytics

2 plans aggregated / $14.7M assets / 637 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • EMPLOYEES RETIREMENT PLAN (#001)74%
  • EMPLOYEES RETIREMENT PLAN (#002)26%
Total $14.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AMERICAN UNITED LIFE INSURANCE CO100%
Total $14.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#002)342
  • EMPLOYEES RETIREMENT PLAN (#001)295
Total 637Click row to drill in

Benefits portfolio analytics

1 plan / $314K premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$157K
  • Dental$67K
  • Vision$67K
  • Long-term disability$52K
  • Life$50K
  • Short-term disability$38K
Total $314K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY45%
  • AFLAC34%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY21%
Total $314K3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • HIGGINBOTHAM INS AGENCY INC78%
  • KERI NORTON10%
  • KIMBERLY K DIXON5%
  • LINDA A LECIEJEWSKI4%
  • MAURICIO ACUNA2%
  • +1 more
Total $54K6 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

NUESTRA CLINICA DEL VALLE INC. EMPLOYEES RETIREMENT PLAN

MoneyPurchase

Assets$10.8M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NUESTRA CLINICA DEL VALLE EMPLOYEES RETIREMENT PLAN

403b

Assets$3.8M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NUESTRA CLINICA DEL VALLE, INC. WRAP PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$314K
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NUESTRA CLINICA DEL VALLE INC. EMPLOYEES RETIREMENT PLANMoneyPurchase$10.8M2952024
002NUESTRA CLINICA DEL VALLE EMPLOYEES RETIREMENT PLAN403b$3.8M3422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NUESTRA CLINICA DEL VALLE, INC. WRAP PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$314K2472025
Retirement plans
Welfare plans
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