Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$135K
- Life$34K
- Other$34K
- Vision$19K
Sponsor portfolio
AERIES SOFTWARE, INC.
EIN 33-0427993computer softwareLatest filing 2024
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$1.9M premiums
Participants
265
770 THE CITY DRIVE SOUTH, SUITE 6500 - ORANGE, CA 92868888-487-7555aeries.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 255 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- CALIFORNIA PHYSICIANS SERVICE71%
- KAISER FOUNDATION HEALTH PLAN INC19%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- HUMANA INSURANCE COMPANY2%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
47%top
- BENEFIT CONCEPTS INS AGENCY, INC47%
- HOLMES MURPHY & ASSOCIATES38%
- AMWINS8%
- TIMOTHY SWEANY3%
- GIS BENEFITS INC3%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AERIES SOFTWARE, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$11.5M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
AERIES SOFTWARE INC. BENEFIT PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$1.9M
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AERIES SOFTWARE, INC. 401(K) PROFIT SHARING PLAN | 401k | $11.5M | 156 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | AERIES SOFTWARE INC. BENEFIT PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $1.9M | 255 | 2024 |
Retirement plans
Welfare plans