Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOFTHEON, INC.
EIN 11-3580784computer softwareLatest filing 2025
Plans
3
Retirement
2
$27.3M assets
Welfare
1
$434K premiums
Participants
621
1500 STONY BROOK ROAD - STONY BROOK, NY 11794631-513-1371softheon.comLinkedIn201-500 employeescomputer software
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $27.3M assets / 401 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $434K premiums / 380 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
47%top
- ANTHEM LIFE INSURANCE COMPANY47%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK42%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- COMPSYCH2%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOFTHEON 401(K) PLAN
401k
Assets$20.1M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOFTHEON, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$7.2M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOFTHEON, INC. HEALTH AND WELFARE PLAN
Mixed - ANTHEM BLUE CROSS
Premiums$434K
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOFTHEON 401(K) PLAN | 401k | $20.1M | 302 | 2024 | |
| 001 | SOFTHEON, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $7.2M | 99 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOFTHEON, INC. HEALTH AND WELFARE PLAN | Mixed | ANTHEM BLUE CROSS | $434K | 380 | 2025 |
Retirement plans
Welfare plans