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Sponsor portfolio

VALENCE ELECTRON INC

EIN 93-4777642-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$1.1M premiums
Participants
322
440 N BARRANCA AVE. #5028 - COVINA, CA 91723
Plans on this EIN
2 filings
#001401k-$2.4M - 171 part#501Fully Insured-$1.1M - 153 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$931K
  • Prescription drug$931K
  • Dental$140K
  • Vision$140K
  • Short-term disability$140K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • RIPPLING INSURANCE SERVICES INC61%
  • HUB INTERNATIONAL MIDWEST LIMITED32%
  • NFP INSURANCE SERVICES INC5%
  • ALTERITY BROKER SOLUTIONS2%
Total $61K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VALENCE ELECTRON 401(K) PLAN

401k

Assets$2.4M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VALENCE ELECTRON INC (CLIPBOARD HEALTH) HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALENCE ELECTRON 401(K) PLAN401k$2.4M1712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VALENCE ELECTRON INC (CLIPBOARD HEALTH) HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M1532025
Retirement plans
Welfare plans
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