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Sponsor portfolio

SOFTSERVE, INC.

EIN 03-0387060-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$30.6M assets
Welfare
1
$6.4M premiums
Participants
690
12800 UNIVERSITY DRIVE, SUITE 410 - FORT MYERS, FL 33907908-472-5213
Plans on this EIN
2 filings
#001401k-$30.6M - 419 part#501Fully Insured-$6.4M - 716 lives

Benefits portfolio analytics

1 plan / $6.4M premiums / 716 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Prescription drug$5.6M
  • Dental$381K
  • Other$333K
  • Vision$313K
  • Life$313K
  • +1 more
Total $6.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $6.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $348K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOFTSERVE, INC. 401(K) PLAN

401k

Assets$30.6M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOFTSERVE, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.4M
Covered lives716
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOFTSERVE, INC. 401(K) PLAN401k$30.6M4192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOFTSERVE, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.4M7162025
Retirement plans
Welfare plans
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