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Sponsor portfolio

ACT-ON SOFTWARE, INC.

EIN 20-4971292-computer software-Latest filing 2024
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$1.8M premiums
Participants
337
121 SW MORRISON ST., STE. 1600 - PORTLAND, OR 97204503-536-1185act-on.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#002401k-$14.0M - 237 part#501Fully Insured-$1.8M - 148 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$118K
  • Life$84K
  • Short-term disability$84K
  • Long-term disability$84K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • BLUE CROSS OF CALIFORNIA71%
  • KAISER FOUNDATION HEALTH PLAN INC16%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • PRINCIPAL LIFE INSURANCE COMPANY5%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • +3 more
Total $1.8M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WOODRUFF-SAWYER & CO100%
Total $53K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ACT-ON SOFTWARE, INC. 401(K) PLAN

401k

Assets$14.0M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACT-ON SOFTWARE, INC. HEALTH & WELFARE PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$1.8M
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ACT-ON SOFTWARE, INC. 401(K) PLAN401k$14.0M2372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACT-ON SOFTWARE, INC. HEALTH & WELFARE PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$1.8M1482024
Retirement plans
Welfare plans
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