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Sponsor portfolio

POSIT SOFTWARE, PBC

EIN 26-4457115-Information-Latest filing 2025
Plans
2
Retirement
1
$53.2M assets
Welfare
1
$879K premiums
Participants
730
250 NORTHERN AVENUE, SUITE 410 - BOSTON, MA 02210617-431-8032
Plans on this EIN
2 filings
#001401k-$53.2M - 406 part#501Mixed-$879K - 1,209 lives

Benefits portfolio analytics

1 plan / $879K premiums / 1,209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$449K
  • Other$430K
  • Life$408K
  • Long-term disability$408K
  • Vision$61K
Total $879K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA46%
  • DELTA DENTAL OF CALIFORNIA44%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • FIDELITY HEALTH INSURANCE SERVICES, INC.2%
Total $879K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FIDELITY HEALTH INSURANCE SERVICES100%
Total $57K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

POSIT SOFTWARE 401(K) PLAN

401k

Assets$53.2M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POSIT, PBC EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$879K
Covered lives1,209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POSIT SOFTWARE 401(K) PLAN401k$53.2M4062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POSIT, PBC EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$879K1,2092025
Retirement plans
Welfare plans
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