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Sponsor portfolio

THE LOWER VALLEY HOSPITAL ASSOCIATION

EIN 84-0447998-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$30.2M assets
Welfare
1
$313K premiums
Participants
1,359
HR DEPARTMENT - BENEFITS, 228 NORTH CHERRY STREET - FRUITA, CO 81521970-858-2198LinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$30.2M - 763 part#501Mixed-$313K - 596 lives

Benefits portfolio analytics

1 plan / $313K premiums / 596 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$248K
  • Life$226K
  • Short-term disability$226K
  • Long-term disability$226K
  • Vision$65K
Total $313K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY72%
  • VISION SERVICE PLAN21%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
Total $313K3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • NOVO BENEFITS, LLC80%
  • MOUNTAIN WEST INS & FIN SVCS, LLC12%
  • ASSUREDPARTNERS8%
Total $34K3 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

FAMILY HEALTH WEST 403B PLAN

403b

Assets$30.2M
Participants763
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAMILY HEALTH WEST HEALTH & WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$313K
Covered lives596
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY HEALTH WEST 403B PLAN403b$30.2M7632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAMILY HEALTH WEST HEALTH & WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$313K5962025
Retirement plans
Welfare plans
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