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Sponsor portfolio

HEALTHEDGE SOFTWARE, INC

EIN 20-2006970-Latest filing 2025
Plans
2
Retirement
1
$121.1M assets
Welfare
1
$1.3M premiums
Participants
2,511
470 ATLANTIC AVENUE, 8TH FLOOR - BOSTON, MA 00210781-285-1326
Plans on this EIN
2 filings
#001401k-$121.1M - 1,513 part#501Mixed-$1.3M - 948 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 948 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
  • Vision$215K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA84%
  • VISION SERVICE PLAN16%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • IMG0%
Total $140K2 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

HEALTHEDGE SOFTWARE 401K PLAN

401k

Assets$121.1M
Participants1,513
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTHEDGE SOFTWARE EMPLOYEE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.3M
Covered lives948
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEALTHEDGE SOFTWARE 401K PLAN401k$121.1M1,5132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTHEDGE SOFTWARE EMPLOYEE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.3M9482025
Retirement plans
Welfare plans
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