Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$115K
- Short-term disability$115K
- Long-term disability$115K
- Other$115K
- Dental$113K
- Vision$17K
Sponsor portfolio
DYNAMO SOFTWARE, INC
EIN 04-3502101financial servicesLatest filing 2025
Plans
2
Retirement
1
$21.1M assets
Welfare
1
$245K premiums
Participants
408
480 PLEASANT STREET, SUITE B200 - WATERTOWN, MA 02472617-393-0000dynamosoftware.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $245K premiums / 171 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY47%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY46%
- STARMOUNT LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
82%top
- USI INSURANCE SERVICES LLC82%
- ASSUREDPARTNERS18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DYNAMO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$21.1M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DYNAMO SOFTWARE EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$245K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DYNAMO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $21.1M | 239 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DYNAMO SOFTWARE EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $245K | 171 | 2025 |
Retirement plans
Welfare plans