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Sponsor portfolioWelfare / HealthEIN 83-2616304

VALO HEALTH

75 HAYDEN AVENUE, SUITE 200 · LEXINGTON, MA 02421
6172376080
Plans filed
1
Years active
2021–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$2.5M
No prior year
Persons covered
258
No prior year
Total participants
114
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
VALO HEALTH EMPLOYEE BENEFITS PLAN
Fully insured258 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M30.7%
Dental$2.3M30.7%
Prescription drug$2.3M30.7%
Life$155K2.1%
Other$155K2.1%
Short-term disability$128K1.7%
Long-term disability$128K1.7%
Vision$23K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HRxD
$2.3M92.8%11258
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$155K6.2%12116
VISION SERVICE PLAN
EIN 061227840
V
$23K0.9%11105

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSADDLE BROOK, NJUNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., VISION SERVICE PLAN$59K$14K$73K100.0%1

History & trajectory

4 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
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