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Sponsor portfolioTH

SAG, LLC.

EIN 54-0943991-management consulting-Latest filing 2024
Plans
2
Retirement
1
$231.1M assets
Welfare
1
$838K premiums
Participants
1,181
11700 PLAZA AMERICA DRIVE, SUITE 700 - RESTON, VA 20190703-860-5050sagcorp.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$231.1M - 934 part#506Mixed-$838K - 232 lives

Benefits portfolio analytics

1 plan / $838K premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$471K
  • Health$366K
  • Prescription drug$366K
  • Life$364K
  • Long-term disability$364K
  • Dental$124K
Total $838K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • HARTFORD LIFE AND ACCIDENT47%
  • KAISER FOUNDATION HEALTH PLAN INC44%
  • ARAG INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $838K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • WILLIS TOWERS WATSON US LLC88%
  • CHRISTINE M. MCCULLUGH12%
Total $44K2 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

SOFTWARE AG, LLC PROFIT SHARING PLAN

401k

Assets$231.1M
Participants934
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

SOFTWARE AG, LLC WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$838K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOFTWARE AG, LLC PROFIT SHARING PLAN401k$231.1M9342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506SOFTWARE AG, LLC WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$838K2322024
Retirement plans
Welfare plans
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