Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$339K
- Life$299K
- Short-term disability$299K
- Long-term disability$299K
- Vision$38K
Sponsor portfolio
SOFTWARE ONE, INC.
EIN 39-1501504information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$51.0M assets
Welfare
1
$377K premiums
Participants
950
320 E. BUFFALO STREET, SUITE 200 - MILWAUKEE, WI 53202262-953-5247softwareconnect.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $377K premiums / 325 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- SUN LIFE ASSURANCE COMPANY OF CANADA85%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
- HEALTH ADVOCATE SOLUTIONS, INC.5%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$51.0M
Participants613
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOFTWAREONE, INC. EMPLOYEE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$377K
Covered lives325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN | 401k | $51.0M | 613 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOFTWAREONE, INC. EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $377K | 325 | 2025 |
Retirement plans
Welfare plans