PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Platte Valley Financial Service Companies, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Platte Valley Financial Service Companies, Inc.

EIN 47-0800148-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$47.7M assets
Health & Benefits
1
$643K premiums
Participants
981
1212 CIRCLE DRIVE - SCOTTSBLUFF, NE 69361308-633-9733
Plans on this EIN
2 filings
#001401(k)-$47.7M - 576 part#507Mixed-$643K - 406 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $643K premiums / 406 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$643K
  • Dental$451K
  • Life$451K
Total $643K3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN

401(k)

Assets$47.7M
Participants576
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507

PLATTE VALLEY FINANCIAL SERVICE COMPANIES, INC. WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$643K
Covered lives406
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN401(k)$47.7M5762025
  • PLATTE VALLEY FINANCIAL SERVICE COMPANIES INC. EMPLOYEE STOCK OWNERSHIP PLAN$47.7M
    #001 · 401(k) · 2025576

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#507PLATTE VALLEY FINANCIAL SERVICE COMPANIES, INC. WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$643K4062025
  • PLATTE VALLEY FINANCIAL SERVICE COMPANIES, INC. WELFARE BENEFIT PLAN$643K
    #507 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025406
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica