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Sponsor portfolioTH

PLATTE VALLEY FINANCIAL SERVICE COMPANIES, INC.

EIN 47-0800148-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$47.7M assets
Welfare
1
$625K premiums
Participants
960
1212 CIRCLE DRIVE - SCOTTSBLUFF, NE 69361308-633-9733
Plans on this EIN
2 filings
#001ESOP-$47.7M - 576 part#507Mixed-$625K - 394 lives

Benefits portfolio analytics

1 plan / $625K premiums / 394 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$624K
  • Life$446K
  • Dental$446K
Total $625K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA71%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • LIFESECURE INSURANCE COMPANY2%
  • STONEBRIDGE LIFE INSURANCE1%
  • +1 more
Total $625K6 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • J G ELLIOTT COMPANY59%
  • LONG TERM CARE FINANCIAL PARTNERS17%
  • SENIOR MARKET SALES INC7%
  • AMERICAN INDEPENDENT MARKETING5%
  • SENIOR COMMISSION FUNDING LLC5%
  • +3 more
Total $29K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$47.7M
Participants576
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

PLATTE VALLEY FINANCIAL SERVICE COMPANIES, INC. WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$625K
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$47.7M5762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507PLATTE VALLEY FINANCIAL SERVICE COMPANIES, INC. WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$625K3942024
Retirement plans
Welfare plans
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