Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$506K
- Other$328K
- Life$222K
- Long-term disability$222K
- Vision$95K
Sponsor portfolio
STRATEGY INC
EIN 51-0323571Latest filing 2025
Plans
2
Retirement
1
$254.3M assets
Welfare
1
$834K premiums
Participants
1,700
1850 TOWERS CRESCENT PLAZA - VIENNA, VA 22182703-848-8600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $834K premiums / 820 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- METROPOLITAN LIFE INSURANCE COMPANY61%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA27%
- VISION SERVICE PLAN11%
- JANUS ASSOCIATES, INC. DBA BHS1%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MICROSTRATEGY 401(K) SAVINGS PLAN
401k
Assets$254.3M
Participants1,308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STRATEGY INC HEALTH & WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$834K
Covered lives820
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MICROSTRATEGY 401(K) SAVINGS PLAN | 401k | $254.3M | 1,308 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STRATEGY INC HEALTH & WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $834K | 820 | 2025 |
Retirement plans
Welfare plans