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Sponsor portfolio

BOYS & GIRLS CLUBS OF THE VALLEY, INC.

EIN 86-0550646-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$7.1M assets
Welfare
1
$1.3M premiums
Participants
655
4309 EAST BELLEVIEW STREET, BUILDING 14 - PHOENIX, AZ 85008602-954-8182clubzona.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#003401k-$7.1M - 487 part#004403b-$195 - 3 part#501Fully Insured-$1.3M - 256 lives

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 490 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • INC. RETIREMENT PLAN (#003)100%
  • VALLEY, INC. 403(B) (#004)0%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#003)487
  • VALLEY, INC. 403(B) (#004)3
Total 490Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Life$121K
  • Short-term disability$121K
  • Long-term disability$121K
  • Other$121K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITEDHEALTHCARE INSURANCE COMPANY82%
  • HARTFORD LIFE AND ACCIDENT10%
  • DELTA DENTAL OF CALIFORNIA8%
  • EYEMED VISION CARE1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • LOVITT AND TOUCHE, INC.72%
  • MARSH & MCLENNAN AGENCY LLC28%
Total $64K2 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

BOYS & GIRLS CLUBS OF THE VALLEY, INC. RETIREMENT PLAN

401k

Assets$7.1M
Participants487
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

BOYS & GIRLS CLUBS OF THE VALLEY, INC. 403(B) PLAN

403b

Assets$195
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOYS AND GIRLS CLUBS OF THE VALLEY WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BOYS & GIRLS CLUBS OF THE VALLEY, INC. RETIREMENT PLAN401k$7.1M4872024
004BOYS & GIRLS CLUBS OF THE VALLEY, INC. 403(B) PLAN403b$19532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOYS AND GIRLS CLUBS OF THE VALLEY WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M2562025
Retirement plans
Welfare plans
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