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  2. PEGASYSTEMS INC
Sponsor portfolio

PEGASYSTEMS INC

EIN 04-2787865-computer software-Latest filing 2024
Plans
2
Retirement
1
$529.7M assets
Welfare
1
$2.7M premiums
Participants
4,677
1 MAIN STREET - CAMBRIDGE, MA 021421590617-528-5399pega.comLinkedIn5001-10000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$529.7M - 2,754 part#501Mixed-$2.7M - 5,398 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 5,398 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.8M
  • Other$1.8M
  • Life$1.5M
  • Vision$389K
  • Health$213K
  • Prescription drug$213K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA57%
  • EYEMED VISION CARE15%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
  • KAISER FOUNDATION HEALTH PLAN INC8%
  • ARAG INSURANCE COMPANY3%
  • +3 more
Total $2.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MERCER HEALTH AND BENEFITS, LLC97%
  • JAMES W. MOORADIAN1%
  • GALLAGHER BENEFIT SERVICES, INC.1%
  • CALIBER BENEFITS GROUP0%
  • UNKNOWN0%
  • +3 more
Total $426K8 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

PEGASYSTEMS INC. 401(K) PLAN

401k

Assets$529.7M
Participants2,754
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEGASYSTEMS INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$2.7M
Covered lives5,398
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEGASYSTEMS INC. 401(K) PLAN401k$529.7M2,7542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEGASYSTEMS INC. HEALTH AND WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$2.7M5,3982024
Retirement plans
Welfare plans
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