Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CH2M HILL BWXT WEST VALLEY, LLC
EIN 90-0629675Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
5
Retirement
2
$213.2M assets
Welfare
3
$4.7M premiums
Participants
1,567
Retirement portfolio analytics
2 plans aggregated / $213.2M assets / 1,180 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $4.7M premiums / 623 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Prescription drug$4.0M
- Other$4.0M
- Dental$187K
- Vision$58K
Carrier market share
Premium dollars by Schedule A carrier
84%top
- BLUE CROSS OF CALIFORNIA84%
- HARTFORD LIFE AND ACCIDENT10%
- DELTA DENTAL OF CALIFORNIA4%
- VISION SERVICE PLAN1%
- THE PAUL REVERE LIFE INSURANCE COMPANY0%
- +2 more
Broker market share
Schedule A broker compensation
67%top
- HUB INTERNATIONAL MIDWEST LIMITED67%
- JAMES R NELLIGAN & ASSOCIATES LLC31%
- THE MCCLAIN GROUP LLC1%
- DONNA TROXELL0%
- TIMOTHY BIRDSONG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WEST VALLEY PENSION PLAN
TraditionalDB
Assets$126.3M
Participants766
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WEST VALLEY SAVINGS PLAN
401k
Assets$86.9M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WEST VALLEY WELFARE BENEFITS PLAN
Fully Insured - HIGHMARK WESTERN NEW YORK
Premiums$4.7M
Covered lives623
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
WEST VALLEY INVOLUNTARY SEPARATION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
WEST VALLEY EMPLOYEE SECURITY & PROTECTION PLAN FOR UNION REPRESENTED EMPLOYEES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WEST VALLEY PENSION PLAN | TraditionalDB | $126.3M | 766 | 2024 | |
| 002 | WEST VALLEY SAVINGS PLAN | 401k | $86.9M | 414 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WEST VALLEY WELFARE BENEFITS PLAN | Fully Insured | HIGHMARK WESTERN NEW YORK | $4.7M | 623 | 2024 | |
| 502 | WEST VALLEY INVOLUNTARY SEPARATION PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 510 | WEST VALLEY EMPLOYEE SECURITY & PROTECTION PLAN FOR UNION REPRESENTED EMPLOYEES | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans