Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$539K
- Vision$539K
- Other$346K
- Life$222K
- Long-term disability$125K
Sponsor portfolio
PLANVIEW, INC.
EIN 74-2548407computer softwareLatest filing 2025
Plans
2
Retirement
1
$146.8M assets
Welfare
1
$1.0M premiums
Participants
1,400
12301 RESEARCH BOULEVARD BUILDING V - AUSTIN, TX 78759512-346-8600planview.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 869 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- METROPOLITAN LIFE INSURANCE COMPANY63%
- LIFE INSURANCE COMPANY OF NORTH AMERICA37%
Broker market share
Schedule A broker compensation
77%top
- ALLIANT INSURANCE SERVICES, INC.77%
- AMERICAN BENEFITS CONSULTING LLC23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PLANVIEW, INC. 401(K) RETIREMENT PLAN
401k
Assets$146.8M
Participants923
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
PLANVIEW, INC. WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives869
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PLANVIEW, INC. 401(K) RETIREMENT PLAN | 401k | $146.8M | 923 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | PLANVIEW, INC. WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.0M | 869 | 2025 |
Retirement plans
Welfare plans