PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ABACUS TECHNOLOGY CORPORATION
Sponsor portfolio

ABACUS TECHNOLOGY CORPORATION

EIN 52-1328215-information technology and services-Latest filing 2025
Plans
4
Retirement
1
$108.8M assets
Welfare
3
$1.9M premiums
Participants
2,694
5404 WISCONSIN AVE., STE. 1100 - CHEVY CHASE, MD 20815301-907-8500abacustech.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
4 filings
#001401k-$108.8M - 1,194 part#502Mixed-$1.3M - 340 lives#501Fully Insured-$395K - 577 lives#503Fully Insured-$208K - 591 lives

Benefits portfolio analytics

3 plans / $1.9M premiums / 1,508 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$917K
  • Dental$285K
  • Short-term disability$204K
  • Life$196K
  • Long-term disability$188K
  • Other$173K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA52%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY31%
  • UNITED HEALTHCARE INSURANCE COMPANY17%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • DIGITAL INSURANCE LLC75%
  • ENROLLEASE18%
  • IMAGINE3607%
Total $152K3 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

ABACUS TECHNOLOGY CORPORATION 401(K) PLAN AND TRUST

401k

Assets$108.8M
Participants1,194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ABACUS TECHNOLOGY CORP. LIFE AND HEALTH INSURANCE WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.3M
Covered lives340
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ABACUS TECHNOLOGY CORP. LONG TERM DISABILITY INSURANCE WELFARE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$395K
Covered lives577
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ABACUS TECHNOLOGY CORPORATION LIFE INSURANCE WELFARE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$208K
Covered lives591
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ABACUS TECHNOLOGY CORPORATION 401(K) PLAN AND TRUST401k$108.8M1,1942024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ABACUS TECHNOLOGY CORP. LIFE AND HEALTH INSURANCE WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.3M3402025
501ABACUS TECHNOLOGY CORP. LONG TERM DISABILITY INSURANCE WELFARE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$395K5772025
503ABACUS TECHNOLOGY CORPORATION LIFE INSURANCE WELFARE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$208K5912025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica