Form 5500 · Employee benefit plan · DOWNINGTOWN, PA
VALSOURCE INC.
Public Form 5500 records show how VALSOURCE INC. (DOWNINGTOWN, PA) structures its employee benefits. Its broker of record is BIRCH BENEFITS, LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2855010 · plan 517 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental | 502 | April | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 212 | April | $0 |
| VISION SERVICE PLAN | Vision | 200 | April | $0 |
Questions
Who is VALSOURCE INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, VALSOURCE INC.'s broker of record is BIRCH BENEFITS, LLC.
What insurance carrier does VALSOURCE INC. use?
VALSOURCE INC.'s benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does VALSOURCE INC.'s group plan renew?
The most recent Schedule A policy period for VALSOURCE INC. ended in April. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from VALSOURCE INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.