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  2. SAGE SOFTWARE INC.
Sponsor portfolio

SAGE SOFTWARE INC.

EIN 54-1222526-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$432.9M assets
Welfare
1
$6.2M premiums
Participants
5,299
271 17TH STREET, NW BUILDING B - ATLANTA, GA 30043678-280-5000
Plans on this EIN
2 filings
#001401k-$432.9M - 3,300 part#503Mixed-$6.2M - 1,973 lives

Benefits portfolio analytics

1 plan / $6.2M premiums / 1,973 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.7M
  • Other$2.2M
  • Life$1.7M
  • Short-term disability$1.7M
  • Long-term disability$1.7M
  • +1 more
Total $6.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • KAISER FOUNDATION HEALTH PLAN INC59%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA28%
  • AETNA LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN5%
  • ARAG INSURANCE COMPANY1%
  • +1 more
Total $6.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • BUCK GLOBAL LLC0%
  • IMG0%
Total $594K3 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

SAGE 401(K) PLAN

401k

Assets$432.9M
Participants3,300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SAGE SOFTWARE INC AND CO-SPONSORING AFFILIATES HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$6.2M
Covered lives1,973
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGE 401(K) PLAN401k$432.9M3,3002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SAGE SOFTWARE INC AND CO-SPONSORING AFFILIATES HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC$6.2M1,9732024
Retirement plans
Welfare plans
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