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Sponsor portfolio

PLATFORM SCIENCE, INC.

EIN 47-5410676-computer software-Latest filing 2025
Plans
2
Retirement
1
$24.0M assets
Welfare
1
$8.5M premiums
Participants
953
9620 TOWNE CENTRE DRIVE, SUITE 100 - SAN DIEGO, CA 92121844-475-8274platformscience.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$24.0M - 455 part#501Fully Insured-$8.5M - 1,024 lives

Benefits portfolio analytics

1 plan / $8.5M premiums / 1,024 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.3M
  • Other$8.1M
  • Dental$7.8M
  • Vision$7.8M
  • Prescription drug$493K
  • Life$271K
  • +2 more
Total $8.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Total $8.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • STELLAR BNFTS. & INS. SLTNS., INC.59%
  • REUBEN WARNER ASSOCIATES, INC.28%
  • ALLIANT INSURANCE SERVICES, INC.13%
Total $618K3 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

PLATFORM SCIENCE, INC. 401(K) PLAN

401k

Assets$24.0M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLATFORM SCIENCE, INC. WRAP PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$8.5M
Covered lives1,024
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLATFORM SCIENCE, INC. 401(K) PLAN401k$24.0M4552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLATFORM SCIENCE, INC. WRAP PLANFully InsuredBLUE CROSS OF CALIFORNIA$8.5M1,0242025
Retirement plans
Welfare plans
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