Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 03-0519130
VALEO FINANCIAL ADVISORS LLC
10 WEST CARMEL DRIVE · CARMEL, IN 46032
3172186000
- Plans filed
- 3
- Years active
- 2021–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
194
No prior year
Total participants
189
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$1.6M
VALEO FINANCIAL ADVISORS, LLC HEALTH AND WELFARE PLAN
Fully insured194 covered·4 carriers
Primary: ANTHEM BLUE CROSS BLUE SHIELD
Plan #502$131K
AD&D, OPTIONAL LIFE, DENTAL, LIFE, VISION, VOLUNTARY LTD, CRITICAL ILLNESS, VOLUNTARY AD&D, ACCIDENT BENEFITS
Mixed174 covered·3 carriers
Primary: STARMOUNT LIFE INSURANCE COMPANY
Plan #503$0
HEALTHJOY
Mixed168 covered·1 carrier
Primary: HEALTHJOY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.6M | 25.3% | |
| Health | $1.5M | 24.3% | |
| Dental | $1.5M | 24.3% | |
| Prescription drug | $1.5M | 24.3% | |
| Life | $53K | 0.9% | |
| Long-term disability | $53K | 0.9% | |
| Vision | $11K | 0.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350781558 | HRxDOth | $1.5M | 95.2% | 1 | 1 | 194 |
EIN 042381280 | LLTDOth | $65K | 4.1% | 1 | 2 | 193 |
EIN 720977315 | V | $11K | 0.7% | 1 | 1 | 93 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MJ INSURANCE | CARMEL, IN | UNUM INSURANCE COMPANY, STARMOUNT LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS BLUE SHIELD, UNUM LIFE INSURANCE COMPANY OF AMERICA | $27K | $2K | $29K | 88.4% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | UNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $2K | $2K | 6.1% | 1 |
| GIBSON INSURANCE AGENCY, INC. | SOUTH BEND, IN | UNUM INSURANCE COMPANY | $973 | $260 | $1K | 3.8% | 1 |
| AMWINS | WALL, NJ | STARMOUNT LIFE INSURANCE COMPANY | $0 | $549 | $549 | 1.7% | 1 |
History & trajectory
5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan