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Sponsor portfolioWelfare / HealthEIN 46-3249451
VALICY, INC.
3506 NE GREENVILLE BOULEVARD · GREENVILLE, NC 27834
2523297900
- Plans filed
- 2
- Years active
- 2022–2026
- Industry
- NAICS 54
- Latest filing
- 2026
Total premiums (latest)
$3.2M
No prior year
Persons covered
933
No prior year
Total participants
552
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 |
|---|---|---|---|
| Health | $2.8M | 59.0% | |
| Dental | $327K | 6.8% | |
| Vision | $327K | 6.8% | |
| Life | $327K | 6.8% | |
| Short-term disability | $327K | 6.8% | |
| Long-term disability | $327K | 6.8% | |
| Other | $327K | 6.8% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | H | $2.8M | 89.6% | 1 | 1 | 470 |
EIN 420127290 | DVLSTDLTDOth | $327K | 10.4% | 1 | 1 | 463 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| DAVID G BAKER | GREENVILLE, NC | PRINCIPAL LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO. | $152K | $0 | $152K | 100.0% | 2 |
| THE CASON GROUP INC | COLUMBIA, SC | PRINCIPAL LIFE INSURANCE COMPANY | $0 | -$8 | -$8 | -0.0% | 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