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Sponsor portfolioWelfare / HealthEIN 34-1924302
VALMARK FINANCIAL GROUP, LLC
130 SPRINGSIDE DRIVE, SUITE 110 · AKRON, OH 44333
3305761234
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$156K
No prior year
Persons covered
165
No prior year
Total participants
165
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $156K | 20.7% | |
| Dental | $150K | 19.8% | |
| Vision | $150K | 19.8% | |
| Life | $150K | 19.8% | |
| Long-term disability | $150K | 19.8% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | DVLLTDOth | $150K | 95.8% | 1 | 1 | 144 |
EIN 383159338 | Oth | $7K | 4.2% | 1 | 1 | 165 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | UNITED OF OMAHA LIFE INSURANCE COMPANY | $15K | $7K | $21K | 100.0% | 1 |
History & trajectory
11 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