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Sponsor portfolio

VALON TECHNOLOGIES, INC.

EIN 84-2070751-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$16.1M assets
Welfare
1
$5.3M premiums
Participants
1,176
860 BROADWAY, 4TH FLOOR - NEW YORK, NY 10003646-397-8098
Plans on this EIN
2 filings
#001ProfitSharing-$16.1M - 658 part#501Fully Insured-$5.3M - 1,351 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 1,351 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Dental$209K
  • Short-term disability$149K
  • Life$103K
  • Long-term disability$78K
  • Vision$33K
  • +1 more
Total $5.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK7%
Total $5.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • ALLIANT INSURANCE SERVICES, INC.51%
  • HUB INTERNATIONAL MIDWEST LIMITED47%
  • AMERICAN BENEFITS CONSULTING LLC1%
Total $227K3 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

VALON TECHNOLOGIES, INC. RETIREMENT TRUST

ProfitSharing

Assets$16.1M
Participants658
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALON TECHNOLOGIES, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.3M
Covered lives1,351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALON TECHNOLOGIES, INC. RETIREMENT TRUSTProfitSharing$16.1M6582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALON TECHNOLOGIES, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.3M1,3512025
Retirement plans
Welfare plans
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