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Sponsor portfolio

PRECISE SOFTWARE SOLUTIONS, INC.

EIN 06-1692722-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$1.8M premiums
Participants
393
1101 WOOTTON PARKWAY, SUITE 1000 - ROCKVILLE, MD 20852240-712-1042precise-soft.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$16.4M - 202 part#501Fully Insured-$1.8M - 396 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 396 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Vision$1.5M
  • Prescription drug$1.5M
  • Other$306K
  • Dental$267K
  • Life$267K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITEDHEALTHCARE INSURANCE COMPANY83%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • LOCKTON COMPANIES, LLC69%
  • NFP INSURANCE SERVICES INC20%
  • UNITED PRODUCERS GROUP LLC11%
Total $144K3 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

PRECISE SOFTWARE SOLUTIONS INC. RETIREMENT PLAN

401k

Assets$16.4M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRECISE SOFTWARE SOLUTIONS WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives396
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRECISE SOFTWARE SOLUTIONS INC. RETIREMENT PLAN401k$16.4M2022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRECISE SOFTWARE SOLUTIONS WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M3962025
Retirement plans
Welfare plans
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