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Sponsor portfolioWelfare / HealthEIN 39-1259167
VALLEY MANAGEMENT, INC.
18 JEWELERS PARK DR · NEENAH, WI 54956
9207258969
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 72
- Latest filing
- 2025
Total premiums (latest)
$47K
No prior year
Persons covered
292
No prior year
Total participants
292
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$1.6M
VALLEY MANAGEMENT, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Fully insured138 covered·1 carrier
Primary: NETWORK HEALTH PLAN
Plan #503$27K
GROUP LONG TERM DISABILITY INSURANCE FOR EMPLOYEES OF VALLEY MANAGEMENT, INC.
Fully insured146 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #501$20K
GROUP LIFE, ACCIDENTAL DEATH & DISMEMBERMENT INSURANCE FOR EMPLOYEES OF VALLEY MANAGEMENT, INC.
Fully insured146 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Long-term disability | $27K | 40.7% | |
| Life | $20K | 29.6% | |
| Other | $20K | 29.6% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LLTDOth | $47K | 100.0% | 2 | 2 | 292 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| M3 INSURANCE SOLUTIONS INC | MADISON, WI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $9K | $278 | $10K | 100.0% | 2 |
History & trajectory
10 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