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Sponsor portfolioTH

VALLEY VIEW HOSPITAL

EIN 84-0446259-Latest filing 2025
Plans
3
Retirement
2
$130.1M assets
Welfare
1
$1.8M premiums
Participants
4,369
1906 BLAKE AVENUE - GLENWOOD SPRINGS, CO 81601970-384-6919
Plans on this EIN
3 filings
#003403b-$74.7M - 1,685 part#001MoneyPurchase-$55.4M - 1,458 part#502Mixed-$1.8M - 1,300 lives

Retirement portfolio analytics

2 plans aggregated / $130.1M assets / 3,143 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • VIEW HOSPITAL 403(B) (#003)57%
  • MONEY PURCHASE PLAN (#001)43%
Total $130.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VIEW HOSPITAL 403(B) (#003)1,685
  • MONEY PURCHASE PLAN (#001)1,458
Total 3,143Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 1,300 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Life$1.4M
  • Long-term disability$956K
Total $1.8M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY52%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY24%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA18%
  • MINES & ASSOCIATES5%
  • ARAG INSURANCE COMPANY2%
Total $1.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • LOCKTON COMPANIES, LLC61%
  • VOLUNTARY SOLUTIONS INC36%
  • RPM BENEFIT ADVISORS LLC2%
  • NATIONAL ENROLLMENT PARTNERS LLC1%
  • USI INSURANCE SERVICES LLC0%
  • +2 more
Total $122K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

VALLEY VIEW HOSPITAL 403(B) PLAN

403b

Assets$74.7M
Participants1,685
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VALLEY VIEW HOSPITAL MONEY PURCHASE PLAN

MoneyPurchase

Assets$55.4M
Participants1,458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

VALLEY VIEW HOSPITAL MEDICAL AND DENTAL PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives1,300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003VALLEY VIEW HOSPITAL 403(B) PLAN403b$74.7M1,6852024
001VALLEY VIEW HOSPITAL MONEY PURCHASE PLANMoneyPurchase$55.4M1,4582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502VALLEY VIEW HOSPITAL MEDICAL AND DENTAL PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.8M1,3002025
Retirement plans
Welfare plans
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