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  1. Companies/
  2. Softheon, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Softheon, Inc.

EIN 11-3580784-computer software-Latest filing 2025
Plans
3
Retirement
2
$36.6M assets
Health & Benefits
1
$434K premiums
Participants
608
CEWIT STONY BROOK RESEARCH PK, 1500 STONY BROOK ROAD - STONY BROOK, NY 11794631-513-1371softheon.comLinkedIn201-500 employeescomputer software
Plans on this EIN
3 filings
#002401(k)-$29.4M - 289 part#001Traditional DB-$7.2M - 99 part#501Mixed-$434K - 380 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $36.6M assets / 388 participants

Assets by plan

Share of aggregate retirement assets

  • SOFTHEON 401(K) (#002)$29.4M
  • DEFINED BENEFIT PENSION (#001)$7.2M
Total $36.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SOFTHEON 401(K) (#002)289
  • DEFINED BENEFIT PENSION (#001)99
Total 388Select a row to open it

Benefits portfolio analytics

1 plan / $434K premiums / 380 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$228K
  • Dental$206K
  • Vision$206K
  • Life$182K
  • Short-term disability$182K
  • Long-term disability$182K
Total $434K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

SOFTHEON 401(K) PLAN

401(k)

Assets$29.4M
Participants289
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SOFTHEON, INC. DEFINED BENEFIT PENSION PLAN

Traditional DB

Assets$7.2M
Participants99
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SOFTHEON, INC. HEALTH AND WELFARE PLAN

Mixed - ANTHEM BLUE CROSS

Premiums$434K
Covered lives380
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SOFTHEON 401(K) PLAN401(k)$29.4M2892025
#001SOFTHEON, INC. DEFINED BENEFIT PENSION PLANTraditional DB$7.2M992024
  • SOFTHEON 401(K) PLAN$29.4M
    #002 · 401(k) · 2025289
  • SOFTHEON, INC. DEFINED BENEFIT PENSION PLAN$7.2M
    #001 · Traditional DB · 202499

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SOFTHEON, INC. HEALTH AND WELFARE PLANMixedANTHEM BLUE CROSS$434K3802025
  • SOFTHEON, INC. HEALTH AND WELFARE PLAN$434K
    #501 · Mixed · ANTHEM BLUE CROSS · 2025380
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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