form5500lookup

Form 5500 · Employee benefit plan · DUDLEY, MA

TRI-VALLEY, INC.

Public Form 5500 records show how TRI-VALLEY, INC. (DUDLEY, MA) structures its employee benefits. Its broker of record is BAYSTATE BENEFIT SERVICES. Coverage is written through UNITED HEALTH CARE and 3 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Insurance carrier
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2594201 · plan 502 · as of Jul 2026

Participants
143
Carriers on file
4
Disclosed commissions
$50,106
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED HEALTH CAREHealth279June$43,869
EQUITABLEDisability154June$3,705
EQUITABLELife153June$1,281
EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INSURANCEVision99June$1,251

Questions

Who is TRI-VALLEY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, TRI-VALLEY, INC.'s broker of record is BAYSTATE BENEFIT SERVICES.

What insurance carrier does TRI-VALLEY, INC. use?

TRI-VALLEY, INC.'s benefit plan is written through UNITED HEALTH CARE, among 4 disclosed carriers.

When does TRI-VALLEY, INC.'s group plan renew?

The most recent Schedule A policy period for TRI-VALLEY, INC. ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TRI-VALLEY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.