Form 5500 · Employee benefit plan · NEENAH, WI
VALLEY MANAGEMENT, INC.
Public Form 5500 records show how VALLEY MANAGEMENT, INC. (NEENAH, WI) structures its employee benefits. Its broker of record is USI SECURITIES, INC.. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1259167 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 341 | December | $2,687 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 341 | December | $0 |
Questions
Who is VALLEY MANAGEMENT, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, VALLEY MANAGEMENT, INC.'s broker of record is USI SECURITIES, INC..
What insurance carrier does VALLEY MANAGEMENT, INC. use?
VALLEY MANAGEMENT, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does VALLEY MANAGEMENT, INC.'s group plan renew?
The most recent Schedule A policy period for VALLEY MANAGEMENT, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from VALLEY MANAGEMENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.