PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SOFTWARE ENGINEERING PROFESSIONALS, INC.
Sponsor portfolio

SOFTWARE ENGINEERING PROFESSIONALS, INC.

EIN 35-1740069-Latest filing 2025
Plans
3
Retirement
2
$85.5M assets
Welfare
1
$2.7M premiums
Participants
495
16080 WESTFIELD BOULEVARD - CARMEL, IN 46033317-843-1640
Plans on this EIN
3 filings
#004ESOP-$49.9M - 161 part#003401k-$35.6M - 189 part#501Fully Insured-$2.7M - 368 lives

Retirement portfolio analytics

2 plans aggregated / $85.5M assets / 350 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN AND TRUST (#004)58%
  • PROFIT SHARING PLAN (#003)42%
Total $85.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)189
  • PLAN AND TRUST (#004)161
Total 350Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 368 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$2.6M
  • Vision$2.6M
  • Life$69K
  • Long-term disability$69K
  • Other$69K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • ANTHEM LIFE INSURANCE COMPANY97%
  • SYMETRA LIFE INSURANCE COMPANY3%
Total $2.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCASCIO HADDEN & DENNIS LLC100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SEP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$49.9M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN

401k

Assets$35.6M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOFTWARE ENGINEERING PROFESSIONALS EMPLOYEE BENEFIT PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC.

Premiums$2.7M
Covered lives368
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004SEP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$49.9M1612024
003SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN401k$35.6M1892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOFTWARE ENGINEERING PROFESSIONALS EMPLOYEE BENEFIT PLANFully InsuredANTHEM INSURANCE COMPANIES, INC.$2.7M3682025
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