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Sponsor portfolio

SAN LUIS VALLEY HEALTH

EIN 84-0255530-hospital & health care-Latest filing 2025
Plans
4
Retirement
2
$55.0M assets
Welfare
2
$1.1M premiums
Participants
2,230
106 BLANCA AVENUE - ALAMOSA, CO 81101719-589-2511sanluisvalleyhealth.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
4 filings
#005403b-$36.8M - 872 part#001MoneyPurchase-$18.3M - 744 part#501Mixed-$1.1M - 991 lives#510Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $55.0M assets / 1,616 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • VALLEY HEALTH 403(B) (#005)67%
  • MONEY PURCHASE PLAN (#001)33%
Total $55.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VALLEY HEALTH 403(B) (#005)872
  • MONEY PURCHASE PLAN (#001)744
Total 1,616Click row to drill in

Benefits portfolio analytics

2 plans / $1.1M premiums / 991 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$371K
  • Other$255K
  • Long-term disability$224K
  • Life$222K
  • Vision$97K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • DELTA DENTAL OF CALIFORNIA34%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY20%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY20%
  • AFLAC16%
  • VISION SERVICE PLAN9%
Total $1.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • ALEXANDER BENEFITS CONSULTING43%
  • VHA MID-AMERICA INSURANCE SERVICES15%
  • ALENANDER BENEFITS CONSULTING, LLC12%
  • RICHARD WILLIAM WESTERMAYER8%
  • WESTERMAYER AND ASSOCIATES LLC4%
  • +3 more
Total $54K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

SAN LUIS VALLEY HEALTH 403(B) PLAN

403b

Assets$36.8M
Participants872
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SAN LUIS VALLEY HEALTH MONEY PURCHASE PLAN

MoneyPurchase

Assets$18.3M
Participants744
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAN LUIS VALLEY HEALTH WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF COLORADO

Premiums$1.1M
Covered lives991
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

THE LUTHERAN HOSPITAL ASSOCIATION OF THE SAN LUIS VALLEY DBA SAN LUIS VALLEY HEALTH, FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005SAN LUIS VALLEY HEALTH 403(B) PLAN403b$36.8M8722024
001SAN LUIS VALLEY HEALTH MONEY PURCHASE PLANMoneyPurchase$18.3M7442024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAN LUIS VALLEY HEALTH WELFARE BENEFIT PLANMixedDELTA DENTAL OF COLORADO$1.1M9912025
510THE LUTHERAN HOSPITAL ASSOCIATION OF THE SAN LUIS VALLEY DBA SAN LUIS VALLEY HEALTH, FLEXIBLE BENEFITS PLANSelf Funded-$002025
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