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  2. VALLE DEL SOL, INCORPORATED
Sponsor portfolioTH

VALLE DEL SOL, INCORPORATED

EIN 86-0251255-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$1.6M premiums
Participants
780
3807 N 7TH STREET - PHOENIX, AZ 85014602-258-6797valledelsol.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#003401k-$7.0M - 554 part#501Fully Insured-$1.6M - 248 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 248 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Prescription drug$1.5M
  • Other$137K
  • Life$126K
  • Short-term disability$126K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • VISION SERVICE PLAN1%
  • COUNSELING AND FAMILY RESOURCES1%
  • AFLAC0%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • EMPLOYEE BENEFITS INTERNATIONAL AZ94%
  • GBS ARIZONA INC5%
  • LEAVITT GROUP1%
  • GLEN DOUGLAS GABLE0%
  • PATRICIA J GEE0%
  • +3 more
Total $22K8 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

VALLE DEL SOL, INCORPORATED 401(K) PLAN

401k

Assets$7.0M
Participants554
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALLE DEL SOL, INC. HEALTH AND LIFE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$1.6M
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003VALLE DEL SOL, INCORPORATED 401(K) PLAN401k$7.0M5542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALLE DEL SOL, INC. HEALTH AND LIFE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$1.6M2482025
Retirement plans
Welfare plans
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