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Sponsor portfolio

MARYVALE

EIN 95-3889412-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$14.1M assets
Welfare
1
$1.3M premiums
Participants
420
7600 E. GRAVES AVENUE - ROSEMEAD, CA 91770626-280-6510maryvale.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#004401k-$14.1M - 281 part#501Fully Insured-$1.3M - 138 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Life$28K
  • Long-term disability$22K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • AFLAC2%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • BB&H BENEFIT DESIGNS60%
  • BROWN & BROWN INSURANCE SERVICES32%
  • VERONICA INCHAURREGUI2%
  • PROFESSIONAL GROUP PLANS INC1%
  • ERICA GOLDEN1%
  • +3 more
Total $80K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARYVALE

401k

Assets$14.1M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARYVALE BENEFIT PLAN

Fully Insured - CIGNA

Premiums$1.3M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF MARYVALE401k$14.1M2812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARYVALE BENEFIT PLANFully InsuredCIGNA$1.3M1382025
Retirement plans
Welfare plans
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