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Sponsor portfolio

ORACLE FINANCIAL SERVICES SOFTWARE

EIN 13-4200183-Latest filing 2025
Plans
2
Retirement
1
$91.4M assets
Welfare
1
$1.8M premiums
Participants
892
100 SOMERSET CORPORATE BLVD FL 2 - BRIDGEWATER, NJ 088072842732-623-0399
Plans on this EIN
2 filings
#001401k-$91.4M - 594 part#501Self Funded-$1.8M - 301 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 301 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Life$1.8M
  • Long-term disability$1.8M
  • Prescription drug$1.8M
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED HEALTHCARE SERVICES, INC.100%
Total $1.8M1 slice

Broker market share

Schedule A broker compensation

Split broker
41%top
  • UMR, INC.41%
  • HCC LIFE INSURANCE COMPANY31%
  • MASTER UNUM ENROLL20%
  • NJ GROUP SERVICES7%
  • JAMES R NELLIGAN & ASSOCIATES LLC1%
Total $1.8M5 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

ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN

401k

Assets$91.4M
Participants594
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE GROUP BENEFITS PLAN

Self Funded - UNITED HEALTHCARE SERVICES INC

Premiums$1.8M
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN401k$91.4M5942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE GROUP BENEFITS PLANSelf FundedUNITED HEALTHCARE SERVICES INC$1.8M3012025
Retirement plans
Welfare plans
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