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| Company Name: | VALMARK FINANCIAL GROUP, LLC |
| Employer identification number (EIN): | 341924302 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-12-03 | |||||
| USA Mailing Address | ||||||
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| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-12-04 | ||||||
| USA Mailing Address | ||||||
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| Date first seen: 2025-09-16 | ||||||
| Date last seen: 2025-09-16 | ||||||
| Date | Description |
|---|---|
| 2022-03-02 | 341924302 Change of name detected from VALMARK INSURANCE AGENCY, LLC to VALMARK FINANCIAL GROUP, LLC |
| 2022-03-02 | 341924302 Change of plan name detected from VALMARK INSURANCE AGENCY BENEFITS PLAN to VALMARK FINANCIAL GROUP BENEFITS PLAN for plan ID 502 |
| 2021-04-21 | 341924302 Change of name detected from VALMARK FINANCIAL GROUP, LLC to VALMARK INSURANCE AGENCY, LLC |
| 2021-04-21 | 341924302 Change of name detected from VALMARK INSURANCE AGENCY, LLC to VALMARK FINANCIAL GROUP, LLC |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN | 1989-01-01 | 1989-01-01 |
| 502 | VALMARK FINANCIAL GROUP BENEFITS PLAN | 2009-07-01 | 2009-07-01 |
| 503 | VALMARK FINANCIAL GROUP BENEFITS PLAN | 2022-01-01 | 2022-01-01 |
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