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Sponsor portfolio

JAMA SOFTWARE, INC.

EIN 20-8580887-computer software-Latest filing 2025
Plans
2
Retirement
1
$30.2M assets
Welfare
1
$3.0M premiums
Participants
506
135 SW TAYLOR STREET, SUITE 200 - PORTLAND, OR 97204971-930-1566jamasoftware.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$30.2M - 315 part#501Fully Insured-$3.0M - 375 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 375 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$2.7M
  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$191K
  • Life$134K
  • Short-term disability$134K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY0%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $78K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JAMA SOFTWARE, INC 401(K) PLAN

401k

Assets$30.2M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JAMA SOFTWARE, INC WELFARE BENEFIT PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF OREGON

Premiums$3.0M
Covered lives375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JAMA SOFTWARE, INC 401(K) PLAN401k$30.2M3152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JAMA SOFTWARE, INC WELFARE BENEFIT PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF OREGON$3.0M3752025
Retirement plans
Welfare plans
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