Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.4M
- Long-term disability$2.3M
- Life$2.0M
- Vision$416K
- Health$200K
- Prescription drug$200K
Sponsor portfolio
PEGASYSTEMS INCORPORATED
EIN 04-2787865computer softwareLatest filing 2025
Plans
2
Retirement
1
$529.7M assets
Welfare
1
$3.3M premiums
Participants
4,663
225 WYMAN STREET - WALTHAM, MA 02451617-374-9600pega.comLinkedIn5001-10000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 5,704 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA62%
- UNUM LIFE INSURANCE COMPANY OF AMERICA13%
- EYEMED VISION CARE13%
- KAISER FOUNDATION HEALTH PLAN INC6%
- ARAG INSURANCE COMPANY4%
- +2 more
Broker market share
Schedule A broker compensation
52%top
- HUB INTERNATIONAL MIDWEST LIMITED52%
- MERCER HEALTH AND BENEFITS, LLC44%
- JAMES W. MOORADIAN2%
- GALLAGHER BENEFIT SERVICES, INC.1%
- CALIBER BENEFITS GROUP0%
- +3 more
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$3.3M
Covered lives5,704
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PEGASYSTEMS INC. 401(K) PLAN | 401k | $529.7M | 2,754 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PEGASYSTEMS INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $3.3M | 5,704 | 2025 |
Retirement plans
Welfare plans