Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$539K
- Vision$539K
- Other$346K
- Life$222K
- Long-term disability$125K
Filings through .
Planview, Inc.
EIN 74-2548407computer softwareLatest filing 2025
Plans
2
Retirement
1
$146.8M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.0M premiums / 869 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PLANVIEW, INC. 401(K) RETIREMENT PLAN
401(k)
Assets$146.8M
Participants923
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#511
PLANVIEW, INC. WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives869
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PLANVIEW, INC. 401(K) RETIREMENT PLAN | 401(k) | $146.8M | 923 | 2025 |
- #001 · 401(k) · 2025923
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #511 | PLANVIEW, INC. WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.0M | 869 | 2025 |
- #511 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025869
Retirement plans
Health & Benefits plans