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Sponsor portfolio

PRECISELY SOFTWARE INCORPORATED

EIN 22-1854351-Latest filing 2025
Plans
2
Retirement
1
$329.4M assets
Welfare
1
$2.5M premiums
Participants
2,813
1700 DISTRICT AVENUE, SUITE 300 - BURLINGTON, MA 01803978-436-8900
Plans on this EIN
2 filings
#001401k-$329.4M - 1,707 part#501Mixed-$2.5M - 2,027 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 2,027 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Dental$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Vision$154K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • DENTAL CARE PLUS, INC.45%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA44%
  • VISION SERVICE PLAN6%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • TELUS HEALTH (US) LTD.2%
  • +1 more
Total $2.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • DIGITAL INSURANCE LLC98%
  • REUBEN WARNER ASSOCIATES, INC.2%
  • IMG0%
  • ENROLLEASE0%
Total $125K4 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

PRECISELY SOFTWARE INCORPORATED 401(K) PLAN

401k

Assets$329.4M
Participants1,707
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRECISELY SOFTWARE INCORPORATED WELFARE BENEFITS PLAN

Mixed - DENTAL SERVICE OF MASSACHUSETTS, INC.

Premiums$2.5M
Covered lives2,027
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRECISELY SOFTWARE INCORPORATED 401(K) PLAN401k$329.4M1,7072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRECISELY SOFTWARE INCORPORATED WELFARE BENEFITS PLANMixedDENTAL SERVICE OF MASSACHUSETTS, INC.$2.5M2,0272025
Retirement plans
Welfare plans
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