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

ORCHARD SOFTWARE CORPORATION

EIN 35-1890652-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$32.4M assets
Welfare
1
$141K premiums
Participants
347
701 CONGRESSIONAL BOULEVARD, SUITE 360 - CARMEL, IN 46032317-573-6663orchardsoft.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$32.4M - 347 part#501Mixed-$141K - 274 lives

Benefits portfolio analytics

1 plan / $141K premiums / 274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$141K
  • Life$114K
  • Short-term disability$114K
  • Long-term disability$114K
Total $141K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA81%
  • UNITEDHEALTHCARE INSURANCE COMPANY14%
  • ALLONE HEALTH5%
Total $141K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LHD BENEFIT ADVISORS100%
Total $29K1 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

ORCHARD SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$32.4M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORCHARD SOFTWARE CORPORATION WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$141K
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORCHARD SOFTWARE CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST401k$32.4M3472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORCHARD SOFTWARE CORPORATION WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$141K2742025
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