Form 5500 · Employee benefit plan · HOUSTON, TX
VALCO INSTRUMENTS COMPANY, INC.
VALCO INSTRUMENTS COMPANY, INC. of HOUSTON, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through HEALTH CARE SERVICE CORPORATION and 2 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3836923 · plan 501 · plan year 2025, filed Nov 13, 2025
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356 other employer plans in Texas have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Vision: REGENCE BLUESHIELD covers 28 of 326 participants (8.6%) on Schedule A.
Also declared: death benefits.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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
Schedule A lists 5 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with HEALTH CARE SERVICE CORPORATION, covers 356 people.
The filing lists a stop-loss contract. On its own that does not settle whether the plan pays its own claims.
Reported premium across the insured contracts is $3,307,473, with $137,013 in disclosed broker commissions — about 4.1% of premium.
The health contract's policy period ended in June, while at least one ancillary line's policy period ended in October. The plan is on a split renewal cycle.
MARSH & MCLENNAN AGENCY LLC is the broker of record on 2 of the 5 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION | Health, Stop-loss | 356 | Jul 1, 2025 | $2,657,931 | $94,336 |
| HEALTH CARE SERVICE CORPORATION | Dental | 435 | Jul 1, 2025 | $164,958 | $16,491 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life, Disability | 126 | Jul 1, 2025 | $204,163 | $13,374 |
| REGENCE BLUESHIELD | Health, Vision | 28 | Oct 1, 2024 | $278,216 | $12,715 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life, Disability | 2 | Nov 1, 2024 | $2,205 | $97 |
Premium and claims on this contract
HEALTH CARE SERVICE CORPORATION, contract 344216. For the contract year on this filing, the carrier reported $2,657,931 in premium earned and $2,685,049 in claims incurred. Dividing one by the other gives 101%.
- HEALTH CARE SERVICE CORPORATION, contract 344216 reported $-27,117 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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.
Reported to OSHA
Reported to OSHA for 2025: 311 employees, 3 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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