Assets by plan
Share of aggregate retirement assets
- WEST VALLEY PENSION (#001)$126.3M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $213.2M assets / 1,180 participants
Share of aggregate retirement assets
Active + retired + deferred vested
3 plans / $4.7M premiums / 623 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
Fully insured - HIGHMARK WESTERN NEW YORK
Self-funded
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WEST VALLEY PENSION PLAN | Traditional DB | $126.3M | 766 | 2024 |
| #002 | WEST VALLEY SAVINGS PLAN | 401(k) | $86.9M | 414 | 2024 |
3 plans on this EIN
| 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 |