Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$49K
- Long-term disability$43K
- Other$36K
- Short-term disability$25K
- Dental$3K
- Vision$3K
Sponsor portfolio
SOCI INC.
EIN 45-5383269Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$14.3M assets
Welfare
1
$156K premiums
Participants
948
350 TENTH AVE SUITE 101 - SAN DIEGO, CA 92101858-225-4110
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $156K premiums / 417 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA83%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY17%
Broker market share
Schedule A broker compensation
92%top
- MARSH & MCLENNAN AGENCY LLC92%
- THE NIA GROUP8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOCI 401(K) PLAN
401k
Assets$14.3M
Participants585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOCI, INC. WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$156K
Covered lives417
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOCI 401(K) PLAN | 401k | $14.3M | 585 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOCI, INC. WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $156K | 417 | 2024 |
Retirement plans
Welfare plans