form5500lookup

Form 5500 · Employee benefit plan · LEXINGTON, MA

VALO HEALTH

VALO HEALTH of LEXINGTON, MA 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 (NE). Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2616304 · plan 501 · as of Jul 2026

Participants
130
Carriers on file
4
Disclosed commissions
$58,602
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Health, Dental258December$44,187
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability116December$8,277
UNUM LIFE INSURANCE COMPANY OF AMERICALife42December$3,794
VISION SERVICE PLANVision105December$2,344

Questions

Who is VALO HEALTH's benefits broker?

Per its most recent Form 5500 Schedule A, VALO HEALTH's broker of record is MARSH & MCLENNAN AGENCY LLC (NE).

What insurance carrier does VALO HEALTH use?

VALO HEALTH's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 4 disclosed carriers.

When does VALO HEALTH's group plan renew?

The most recent Schedule A policy period for VALO HEALTH ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from VALO HEALTH's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.