Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$531K
- Dental$103K
- Long-term disability$18K
- Vision$13K
Sponsor portfolio
SOFTERWARE, INC.
EIN 23-2212753computer softwareLatest filing 2025
Plans
2
Retirement
1
$36.5M assets
Welfare
1
$664K premiums
Participants
342
4607 LIBERTY RD, SUITE 220 PMB 2026 - BETHEL PARK, PA 15102215-628-0400softerware.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $664K premiums / 215 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- SUN LIFE ASSURANCE COMPANY OF CANADA80%
- AETNA LIFE INSURANCE COMPANY15%
- LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Broker market share
Schedule A broker compensation
74%top
- ENGLE-HAMBRIGHT & DAVIES, INC.74%
- JAMES R NELLIGAN & ASSOCIATES LLC26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOFTERWARE, INC. 401(K) PROFIT SHARING PLAN AND TR
401k
Assets$36.5M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOFTERWARE EMPLOYEE WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY
Premiums$664K
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOFTERWARE, INC. 401(K) PROFIT SHARING PLAN AND TR | 401k | $36.5M | 199 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOFTERWARE EMPLOYEE WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY | $664K | 215 | 2025 |
Retirement plans
Welfare plans