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Sponsor portfolio

SOVOS COMPLIANCE, LLC

EIN 46-1379693-computer software-Latest filing 2025
Plans
2
Retirement
1
$93.6M assets
Welfare
1
$9.1M premiums
Participants
2,091
1055 HOWELL MILL ROAD, SUITE 700 - ATLANTA, GA 30318978-527-1000sovoscompliance.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$93.6M - 1,407 part#501Mixed-$9.1M - 1,160 lives

Benefits portfolio analytics

1 plan / $9.1M premiums / 1,160 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.2M
  • Vision$8.2M
  • Prescription drug$8.2M
  • Dental$545K
  • Other$344K
  • Life$233K
  • +1 more
Total $9.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $9.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • IMG0%
Total $238K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOVOS COMPLIANCE, LLC 401(K) RETIREMENT PLAN

401k

Assets$93.6M
Participants1,407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOVOS COMPLIANCE, LLC HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$9.1M
Covered lives1,160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOVOS COMPLIANCE, LLC 401(K) RETIREMENT PLAN401k$93.6M1,4072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOVOS COMPLIANCE, LLC HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$9.1M1,1602025
Retirement plans
Welfare plans
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