Form 5500 · Employee benefit plan · GREENVILLE, NC
VALICY, INC.
The filing calls this plan VALICY, INC. HEALTH PLAN.
Public Form 5500 records show how VALICY, INC. of GREENVILLE, NC, a professional services employer, structures its employee benefits. Its broker of record is DAVID M STEELE. Coverage is written through AETNA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3249451 · plan 501 · plan year 2026, filed Jul 17, 2026
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89 other employer plans in North Carolina have policy years ending in February. 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.
Benefits declared on this filing
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 discloses a single insured line, health, through AETNA LIFE INSURANCE COMPANY, covering 470 people.
Reported premium across the insured contracts is $2,827,224, with $109,620 in disclosed broker commissions — about 3.9% of premium.
The most recent policy period ended in February, and the plan year ends February 28. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 470 | Mar 1, 2026 | $2,827,224 | $109,620 |
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
89 other employer plans in North Carolina are March 1 renewals (policy year ends February).
Their policy years end in February, like this plan’s, so most renew March 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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