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Sponsor portfolio

VALI INCORPORATED

EIN 82-2400416-government relations-Latest filing 2024
Plans
2
Retirement
1
$15.6M assets
Welfare
1
$1.3M premiums
Participants
660
6767 OLD MADISON PIKE, BLDG 2 SUITE 265 - HUNTSVILLE, AL 35806256-327-9319valicorp.comLinkedIn51-200 employeesgovernment relations
Plans on this EIN
2 filings
#001401k-$15.6M - 389 part#501Fully Insured-$1.3M - 274 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$1.0M
  • Prescription drug$1.0M
  • Life$139K
  • Short-term disability$139K
  • Long-term disability$139K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA11%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • AMERITAS LIFE INSURANCE CORP.1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • IMG0%
Total $29K2 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

VALI 401(K) PLAN

401k

Assets$15.6M
Participants389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALI INCORPORATED EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$1.3M
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALI 401(K) PLAN401k$15.6M3892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALI INCORPORATED EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$1.3M2742024
Retirement plans
Welfare plans
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