Form 5500 · Employee benefit plan · OSHKOSH, WI
VALLEY EXPRESS, LLC
The filing calls this plan VALLEY EXPRESS, LLC HEALTH & WELFARE PLAN.
VALLEY EXPRESS, LLC of OSHKOSH, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through AMERICAN UNITED LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1907049 · plan 501 · plan year 2023, filed Apr 23, 2024
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
1,633 other employer plans in Wisconsin have policy years ending in December. 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
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.
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 1 insured contract covering life and disability; the largest, with AMERICAN UNITED LIFE INSURANCE COMPANY, covers 228 people.
Reported premium across the insured contracts is $171,867, with $34,373 in disclosed broker commissions — about 20% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE COMPANY | Life, Disability | 228 | Jan 1, 2024 | $171,867 | $34,373 |
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, 10 recordable cases, 33 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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Renewal calendar
1,633 other employer plans in Wisconsin are January 1 renewals (policy year ends December).
Their policy years end in December, like this plan’s, so most renew January 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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