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  2. Boys & Girls Clubs of the Valley, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Boys & Girls Clubs of the Valley, Inc.

EIN 86-0550646-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$8.5M assets
Health & Benefits
1
$1.3M premiums
Participants
691
4309 E. BELLEVIEW RD., BLDG. #14 - PHOENIX, AZ 85008602-954-8182clubzona.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#003401(k)-$8.5M - 523 part#004403(b)-$226 - 3 part#501Fully insured-$1.3M - 256 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $8.5M assets / 526 participants

Assets by plan

Share of aggregate retirement assets

  • INC. RETIREMENT PLAN (#003)$8.5M
  • VALLEY, INC. 403(B) (#004)$226
Total $8.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#003)523
  • VALLEY, INC. 403(B) (#004)3
Total 526Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

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

401(k)

Assets$8.5M
Participants523
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

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

403(b)

Assets$226
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BOYS AND GIRLS CLUBS OF THE VALLEY WRAP PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives256
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003BOYS & GIRLS CLUBS OF THE VALLEY, INC. RETIREMENT PLAN401(k)$8.5M5232025
#004BOYS & GIRLS CLUBS OF THE VALLEY, INC. 403(B) PLAN403(b)$22632025
  • BOYS & GIRLS CLUBS OF THE VALLEY, INC. RETIREMENT PLAN$8.5M
    #003 · 401(k) · 2025523
  • BOYS & GIRLS CLUBS OF THE VALLEY, INC. 403(B) PLAN$226
    #004 · 403(b) · 20253

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BOYS AND GIRLS CLUBS OF THE VALLEY WRAP PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M2562025
  • BOYS AND GIRLS CLUBS OF THE VALLEY WRAP PLAN$1.3M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025256
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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