Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$300K
- Short-term disability$300K
- Long-term disability$300K
- Other$300K
Sponsor portfolio
ACUMATICA, INC.
EIN 26-3224552computer softwareLatest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$300K premiums
Participants
524
3075 112TH AVENUE NE, SUITE 200 - BELLEVUE, WA 98004888-228-8300acumatica.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $300K premiums / 253 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- THE BALDWIN GROUP WEST LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ACUMATICA, INC. 401(K) PLAN
401k
Assets$18.1M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ACUMATICA, INC. EMPLOYEE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$300K
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACUMATICA, INC. 401(K) PLAN | 401k | $18.1M | 263 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ACUMATICA, INC. EMPLOYEE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $300K | 253 | 2025 |
Retirement plans
Welfare plans