Tim Dugan signed Valued Relationships, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Valued Relationships, Inc.'s EIN is 31-1274364.
Download the official 2023 Form 5500 (PDF) for Valued Relationships, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Valued Relationships, Inc.'s plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SVCS INC | — | CINCINNATI, OH | BROKER | $14K | — |
| CBIZ BENEFITS & INSURANCE SVCS INC | — | CINCINNATI, OH | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMUNITY INSURANCE CO. |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| 31-1440175 |
| — |
| CLAIMS PROCESSING |
| $207K |
| — |
| DENTAL CARE PLUS | 31-1185262 | — | CLAIMS PROCESSING | $28K | — |
