Form 5500 · Employee benefit plan · SPOKANE VALLEY, WA
VALBRIDGE PROPERTY ADVISORS
The filing calls this plan VALBRIDGE PROPERTY ADVISORS HEALTHCARE BENEFIT PLAN.
VALBRIDGE PROPERTY ADVISORS of SPOKANE VALLEY, WA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GROUP BENEFITS, LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-2469085 · plan 501 · plan year 2024, filed Aug 23, 2024
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
49 other employer plans in Washington have policy years ending in May. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing declares dental, vision and life. Dental, vision and life appear with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $66,392, with $3,334 in disclosed broker commissions — about 5% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 170 | Jun 1, 2024 | $66,392 | $3,334 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
49 other employer plans in Washington are June 1 renewals (policy year ends May).
Their policy years end in May, like this plan’s, so most renew June 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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