Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.3M
- Prescription drug$6.3M
- Dental$494K
- Life$168K
- Long-term disability$168K
- Other$168K
- +1 more
Sponsor portfolio
VALID MANAGEMENT LLC
EIN 76-0555224computer softwareLatest filing 2024
Plans
2
Retirement
1
$85.5M assets
Welfare
1
$7.0M premiums
Participants
1,147
5306 HOLLISTER ST - HOUSTON, TX 77040713-430-3000validmgt.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.0M premiums / 614 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- AETNA LIFE INSURANCE COMPANY1%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- AFLAC0%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VALID MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
401k
Assets$85.5M
Participants668
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
VALID MANAGEMENT LLC AND AFFILIATED COMPANIES GROUP BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$7.0M
Covered lives614
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALID MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | 401k | $85.5M | 668 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | VALID MANAGEMENT LLC AND AFFILIATED COMPANIES GROUP BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $7.0M | 614 | 2024 |
Retirement plans
Welfare plans