PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CAESAR CREEK SOFTWARE
Sponsor portfolio

CAESAR CREEK SOFTWARE

EIN 31-1621508-computer software-Latest filing 2025
Plans
3
Retirement
2
$25.6M assets
Welfare
1
$2.0M premiums
Participants
391
3505 WEST TECH BOULEVARD - MIAMISBURG, OH 45342937-660-3636cc-sw.comLinkedIn51-200 employeescomputer software
Plans on this EIN
3 filings
#002ESOP-$17.5M - 123 part#001401k-$8.1M - 144 part#501Fully Insured-$2.0M - 270 lives

Retirement portfolio analytics

2 plans aggregated / $25.6M assets / 267 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • EMPLOYEE STOCK OWNERSHIP (#002)68%
  • CREEK SOFTWARE 401(K) (#001)32%
Total $25.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREEK SOFTWARE 401(K) (#001)144
  • EMPLOYEE STOCK OWNERSHIP (#002)123
Total 267Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$2.0M
  • Vision$2.0M
  • Prescription drug$2.0M
  • Life$54K
  • Short-term disability$54K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • COMMUNITY INSURANCE COMPANY97%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MARSH & MCLENNAN AGENCY LLC93%
  • NFP INSURANCE SERVICES INC6%
  • GROUP BENEFITS LIMITED1%
Total $46K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAESAR CREEK SOFTWARE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$17.5M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CAESAR CREEK SOFTWARE 401(K) PLAN

401k

Assets$8.1M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAESAR CREEK SOFTWARE BENEFIT PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$2.0M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAESAR CREEK SOFTWARE EMPLOYEE STOCK OWNERSHIP PLANESOP$17.5M1232024
001CAESAR CREEK SOFTWARE 401(K) PLAN401k$8.1M1442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAESAR CREEK SOFTWARE BENEFIT PLANFully InsuredCOMMUNITY INSURANCE COMPANY$2.0M2702025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica