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Sponsor portfolioWelfare / HealthEIN 74-2548407
PLANVIEW, INC.
12301 RESEARCH BLVD. · AUSTIN, TX 78759
5123468600
- Plans filed
- 8
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
869
No prior year
Total participants
477
No prior year
Plans filed
8
No prior year
Plans under this sponsor
8 plans
Plan #511$1.0M
PLANVIEW, INC. WELFARE BENEFITS PLAN
Mixed869 covered·2 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #504$320K
125 DENTAL PLAN
Fully insured316 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #506$142K
LIFE AND AD&D INSURANCE
Fully insured325 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #505$45K
LONG TERM DISABILITY
Fully insured325 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #507$34K
125 VISION
Fully insured233 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #510$21K
SHORT TERM DISABILITY
Fully insured325 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #509$4K
EMPLOYEE ASSISTANCE PROGRAM
Mixed15 covered·1 carrier
Primary: HEALTH AND HUMAN RESOURCE CENTER
Plan #503$0
125 MEDICAL PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $539K | 30.4% | |
| Vision | $539K | 30.4% | |
| Other | $346K | 19.6% | |
| Life | $222K | 12.5% | |
| Long-term disability | $125K | 7.0% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | DVOth | $632K | 62.6% | 1 | 4 | 869 |
EIN 231503749 | LLTDOth | $378K | 37.4% | 1 | 3 | 466 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | IRVINE, CA | METROPOLITAN LIFE INSURANCE COMPANY | $19K | $1K | $20K | 76.9% | 1 |
| AMERICAN BENEFITS CONSULTING LLC | NEW YORK, NY | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | $0 | $6K | 23.1% | 1 |
History & trajectory
10 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