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Sponsor portfolio

SOFTRAMS LLC

EIN 20-8761455-Latest filing 2025
Plans
2
Retirement
1
$29.5M assets
Welfare
1
$3.9M premiums
Participants
581
161 FORT EVANS RD NE, STE 205 - LEESBURG, VA 20176571-918-8977
Plans on this EIN
2 filings
#001401k-$29.5M - 581 part#501Fully Insured-$3.9M - 509 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 509 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Other$528K
  • Dental$511K
  • Vision$511K
  • Life$511K
  • +2 more
Total $3.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED HEALTHCARE INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • TELADOC0%
Total $3.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • CORPORATE SYNERGIES GROUP LLC54%
  • USI INSURANCE SERVICES LLC46%
Total $144K2 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

SOFTRAMS, LLC 401(K) P/S PLAN

401k

Assets$29.5M
Participants581
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOFTRAMS LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$3.9M
Covered lives509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOFTRAMS, LLC 401(K) P/S PLAN401k$29.5M5812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOFTRAMS LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$3.9M5092025
Retirement plans
Welfare plans
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