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Sponsor portfolioTH

HOSPICE OF THE VALLEY

EIN 86-0338886-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$130.0M assets
Welfare
1
$2.9M premiums
Participants
3,638
1510 EAST FLOWER STREET - PHOENIX, AZ 85014602-530-6900hov.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#003401k-$130.0M - 2,135 part#505Mixed-$2.9M - 2,391 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 2,391 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.1M
  • Other$745K
  • Life$636K
  • Short-term disability$635K
  • Long-term disability$635K
  • Vision$98K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY71%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA22%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • DELTA DENTAL OF CALIFORNIA3%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MJ INSURANCE85%
  • JAMES R NELLIGAN & ASSOCIATES LLC14%
  • WILLIS TOWERS WATSON US LLC1%
  • BUSINESSOLVER.COM, INC.0%
  • ASSUREX GLOBAL CORPORATION0%
Total $136K5 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

HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED)

401k

Assets$130.0M
Participants2,135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HOSPICE OF THE VALLEY EMPLOYEE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.9M
Covered lives2,391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HOSPICE OF THE VALLEY 401(K) PLAN & TRUST AGREEMENT (AMENDED AND RESTATED)401k$130.0M2,1352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HOSPICE OF THE VALLEY EMPLOYEE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.9M2,3912025
Retirement plans
Welfare plans
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