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  2. VALLEY-WIDE HEALTH SYSTEMS, INC.
Sponsor portfolio

VALLEY-WIDE HEALTH SYSTEMS, INC.

EIN 84-0706945-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$30.2M assets
Welfare
1
$526K premiums
Participants
1,184
128 MARKET STREET - ALAMOSA, CO 811012290719-589-5161valley-widehealth.orgLinkedIn201-500 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001403b-$30.2M - 679 part#501Mixed-$526K - 504 lives

Benefits portfolio analytics

1 plan / $526K premiums / 504 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$185K
  • Long-term disability$101K
  • Short-term disability$84K
  • Other$80K
  • Vision$75K
Total $526K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • STANDARD INSURANCE COMPANY70%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
  • VISION SERVICE PLAN14%
Total $526K3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • CBIZ BENEFITS & INSURANCE SERVICES48%
  • REUBEN WARNER ASSOCIATES, INC.26%
  • CAROL JEAN HALL20%
  • KURZ & VALDEZ BENEFIT ENROLLMENT SO6%
  • JEANNETTA NICHELSON0%
Total $58K5 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

VALLEY-WIDE HEALTH SYSTEMS, INC. 403(B) PLAN

403b

Assets$30.2M
Participants679
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALLEY-WIDE HEALTH SYSTEMS, INC. WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$526K
Covered lives504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALLEY-WIDE HEALTH SYSTEMS, INC. 403(B) PLAN403b$30.2M6792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALLEY-WIDE HEALTH SYSTEMS, INC. WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$526K5042025
Retirement plans
Welfare plans
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