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  2. PLATEAU SOFTWARE, INC. DBA PLATEAU GRP
Sponsor portfolioTH

PLATEAU SOFTWARE, INC. DBA PLATEAU GRP

EIN 91-1943247-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
1
$11.4M assets
Welfare
2
$1.6M premiums
Participants
743
2701 PROSPERITY AVE., SUITE 203 - FAIRFAX, VA 22031206-601-3612
Plans on this EIN
3 filings
#001401k-$11.4M - 312 part#501Self Funded-$1.2M - 182 lives#502Fully Insured-$409K - 561 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 743 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.5M
  • Life$258K
  • Short-term disability$258K
  • Long-term disability$258K
  • Other$258K
  • Dental$126K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • HM LIFE INSURANCE COMPANY75%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN2%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • THE BALDWIN GROUP WEST LLC92%
  • INSURANCE MARKETPLACE LLC5%
  • WATCHTOWER BENEFITS, LLC2%
  • CENTERSTONE INSURANCE AND FINANCIAL1%
Total $66K4 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

PLATEAU SOFTWARE INC. 401(K)

401k

Assets$11.4M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLATEAU SOFTWARE INC. HEALTH AND WELFARE PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PLATEAU SOFTWARE INC. GROUP INSURANCE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY

Premiums$409K
Covered lives561
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLATEAU SOFTWARE INC. 401(K)401k$11.4M3122025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLATEAU SOFTWARE INC. HEALTH AND WELFARE PLANSelf FundedHM LIFE INSURANCE COMPANY$1.2M1822025
502PLATEAU SOFTWARE INC. GROUP INSURANCE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY$409K5612025
Retirement plans
Welfare plans
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