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Sponsor portfolio

VALOR MANAGEMENT LLC

EIN 84-2218024-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$3.2M premiums
Participants
270
320 N SANGAMON STREET SUITE 1200 - CHICAGO, IL 60607312-683-1900
Plans on this EIN
2 filings
#001401k-$7.3M - 142 part#501Fully Insured-$3.2M - 272 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Other$196K
  • Vision$175K
  • Life$175K
  • Short-term disability$175K
  • Long-term disability$175K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA4%
  • TELADOC1%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • DIGITAL INSURANCE LLC92%
  • CENTRO BENEFITS RESEARCH LLC6%
  • ENROLLEASE2%
Total $162K3 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

VALOR MANAGEMENT LLC 401(K) PLAN

401k

Assets$7.3M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALOR MANAGEMENT LLC WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.2M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALOR MANAGEMENT LLC 401(K) PLAN401k$7.3M1422025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALOR MANAGEMENT LLC WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.2M2722025
Retirement plans
Welfare plans
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