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Form 5500 · Employee benefit plan · FRANKLIN, OH

VALUED RELATIONSHIPS, INC.

VALUED RELATIONSHIPS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CBIZ BENEFITS & INS SVCS INC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 1 other carrier. 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 31-1274364 · plan 501 · as of Jul 2026

Participants
512
Carriers on file
2
Disclosed commissions
$29,898
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HARTFORD LIFE AND ACCIDENTLife, Disability615December$26,944
FIDELITY SECURITY LIFE INSURANCE COMPANYVision572December$2,954

Questions

Who is VALUED RELATIONSHIPS, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, VALUED RELATIONSHIPS, INC.'s broker of record is CBIZ BENEFITS & INS SVCS INC.

What insurance carrier does VALUED RELATIONSHIPS, INC. use?

VALUED RELATIONSHIPS, INC.'s benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 2 disclosed carriers.

When does VALUED RELATIONSHIPS, INC.'s group plan renew?

The most recent Schedule A policy period for VALUED RELATIONSHIPS, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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