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  2. MICRO STRATEGIES, INC.
Sponsor portfolio

MICRO STRATEGIES, INC.

EIN 22-2464278-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$1.4M premiums
Participants
259
1140 PARSIPPANY BLVD. - PARSIPPANY, NJ 07930973-625-7721microstrat.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$22.9M - 152 part#501Fully Insured-$1.4M - 202 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$180K
  • Vision$180K
  • Life$180K
  • Long-term disability$180K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HORIZON HEALTHCARE SERVICES, INC.85%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • SAVOY ASSOCIATES49%
  • PHOENIX INSURANCE GROUP INC19%
  • GIS BENEFITS INC16%
  • GALLAGHER BENEFIT SERVICES, INC.10%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
Total $122K5 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

MICRO STRATEGIES, INC 401(K) PROFIT SHARING PLAN

401k

Assets$22.9M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MICRO STRATEGIES, INC. HEALTH AND WELFARE BENEFIT

Fully Insured - HORIZON HEALTHCARE SERVICES, INC

Premiums$1.4M
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MICRO STRATEGIES, INC 401(K) PROFIT SHARING PLAN401k$22.9M1522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MICRO STRATEGIES, INC. HEALTH AND WELFARE BENEFITFully InsuredHORIZON HEALTHCARE SERVICES, INC$1.4M2022025
Retirement plans
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