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Sponsor portfolioWelfare / HealthEIN 47-0800148

PLATTE VALLEY FINANCIAL SERVICE COMPANIES, INC.

1212 CIRCLE DRIVE · SCOTTSBLUFF, NE 69361
3086327004
Plans filed
1
Years active
2015–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$643K
No prior year
Persons covered
406
No prior year
Total participants
405
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #507$643K
PLATTE VALLEY FINANCIAL SERVICE COMPANIES, INC. WELFARE BENEFIT PLAN
Mixed406 covered·5 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$643K41.6%
Dental$451K29.2%
Life$451K29.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLOth
$451K70.2%11406
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
Oth
$99K15.3%1154
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
Oth
$74K11.5%1143
LIFESECURE INSURANCE COMPANY
EIN 750956156
Oth
$12K1.9%1112
STONEBRIDGE LIFE INSURANCE
EIN 361933760
Oth
$7K1.1%117

Broker overview

22 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
J G ELLIOTT COMPANYSCOTTSBLUFF, NEPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$18K$0$18K61.0%1
LONG TERM CARE FINANCIAL PARTNERSKIRKLAND, WAMUTUAL OF OMAHA$6K$0$6K21.1%1
SENIOR MARKET SALES INCOMAHA, NEPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$0$2K$2K7.2%1
SENIOR COMMISSION FUNDING LLCFORT MYERS, FLLIFESECURE INSURANCE COMPANY$1K$0$1K4.4%1
REBECCA LAMBSTEAMBOAT SPRINGS, COWASHINGTON NATIONAL GROUP$641$0$6412.2%1
OPTAVISE, LLCBIRMINGHAM, ALWASHINGTON NATIONAL GROUP$258$0$2580.9%1
KATELMAN, LORRIE, FARRISELKHORN, NEPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$253$0$2530.9%1
PERFORMANCE MATTERS ASSOCIATESCARMEL, INWASHINGTON NATIONAL GROUP$165$0$1650.6%1
BROWN & BROWN INSURANCE SERVICESBELLEAIR, FLWASHINGTON NATIONAL GROUP$90$0$900.3%1
DALLAS WAYNE HARP ESTATEDO NOT MAIL, TXWASHINGTON NATIONAL GROUP$60$0$600.2%1
TOM TUCKERMAN ASSOCIATES LTDSCOTTSDALE, AZWASHINGTON NATIONAL GROUP$57$0$570.2%1
S.C. EMPERO & ASSOCIATESODESSA, TXWASHINGTON NATIONAL GROUP$54$0$540.2%1
DANNY JOE MCGREGORLONGVIEW, TXWASHINGTON NATIONAL GROUP$53$0$530.2%1
JOSEPH KUIPERSIOUX FALLS, SDWASHINGTON NATIONAL GROUP$40$0$400.1%1
STEVE COLBY ZIMMERMANCOMMERCE CITY, COWASHINGTON NATIONAL GROUP$38$0$380.1%1
KIRBY SCHOEPPSIOUX FALLS, SDWASHINGTON NATIONAL GROUP$35$0$350.1%1
DUSTIN M GRAHAMPHILLIPS, NEWASHINGTON NATIONAL GROUP$32$0$320.1%1
JEFFREY J BOUCHERBRANDON, SDWASHINGTON NATIONAL GROUP$31$0$310.1%1
RICK J MOORESCOTTSDALE, AZWASHINGTON NATIONAL GROUP$31$0$310.1%1
TIMOTHY W DECKERLENOIR CITY, TNWASHINGTON NATIONAL GROUP$14$0$140.0%1
SUZAN CASTILLE EMPEROODESSA, TXWASHINGTON NATIONAL GROUP$7$0$70.0%1
THOMAS MOOREAMARILLO, TXWASHINGTON NATIONAL GROUP$6$0$60.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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