Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$422K
- Long-term disability$422K
- Other$422K
- Vision$50K
- Dental$6K
Sponsor portfolio
FOLLETT SOFTWARE, LLC
EIN 41-1426933education managementLatest filing 2025
Plans
2
Retirement
1
$81.9M assets
Welfare
1
$478K premiums
Participants
900
1340 RIDGEVIEW DRIVE - MCHENRY, IL 60050708-884-5130follettlearning.comLinkedIn1001-5000 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $478K premiums / 419 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY88%
- VISION SERVICE PLAN11%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
89%top
- USI INSURANCE SERVICES LLC89%
- PCF INSURANCE SERVICES OF THE WEST8%
- TRUCORDIA INSURANCE SERVICES LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FOLLETT SOFTWARE, LLC RETIREMENT SAVINGS PLAN
401k
Assets$81.9M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FOLLETT SOFTWARE, LLC HEALTH AND WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$478K
Covered lives419
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FOLLETT SOFTWARE, LLC RETIREMENT SAVINGS PLAN | 401k | $81.9M | 481 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FOLLETT SOFTWARE, LLC HEALTH AND WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $478K | 419 | 2025 |
Retirement plans
Welfare plans