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Sponsor portfolioTH

ONESTREAM SOFTWARE LLC

EIN 46-1406778-computer software-Latest filing 2025
Plans
2
Retirement
1
$106.3M assets
Welfare
1
$971K premiums
Participants
2,229
191 NORTH CHESTER STREET - BIRMINGHAM, MI 48009248-650-1490onestream.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$106.3M - 1,232 part#501Mixed-$971K - 1,205 lives

Benefits portfolio analytics

1 plan / $971K premiums / 1,205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$329K
  • Other$275K
  • Long-term disability$256K
  • Life$234K
  • Vision$133K
Total $971K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY86%
  • VISION SERVICE PLAN14%
Total $971K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $24K1 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

ONESTREAM SOFTWARE 401(K) PLAN

401k

Assets$106.3M
Participants1,232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ONESTREAM SOFTWARE HEALTH & WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$971K
Covered lives1,205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ONESTREAM SOFTWARE 401(K) PLAN401k$106.3M1,2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ONESTREAM SOFTWARE HEALTH & WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$971K1,2052025
Retirement plans
Welfare plans
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