Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Vision$1.3M
- Prescription drug$1.3M
- Long-term disability$17K
- Life$2K
- +1 more
Sponsor portfolio
PROCEDE SOFTWARE LP
EIN 54-2073787computer softwareLatest filing 2025
Plans
4
Retirement
1
$8.7M assets
Welfare
3
$1.3M premiums
Participants
536
240 S CEDROS AVENUE, SUITE 200 - SOLANA BEACH, CA 92075858-450-4865procedesoftware.comLinkedIn51-200 employeescomputer software
Benefits portfolio analytics
3 plans / $1.3M premiums / 464 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- CALIFORNIA PHYSICIANS SERVICE99%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROCEDE SOFTWARE 401(K) PLAN
401k
Assets$8.7M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROCEDE SOFTWARE MEDICAL PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICES
Premiums$1.3M
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
PROCEDE SOFTWARE LONG TERM DISABILITY PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$17K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
PROCEDE SOFTWARE LIFE PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROCEDE SOFTWARE 401(K) PLAN | 401k | $8.7M | 144 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROCEDE SOFTWARE MEDICAL PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICES | $1.3M | 186 | 2025 | |
| 503 | PROCEDE SOFTWARE LONG TERM DISABILITY PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $17K | 139 | 2025 | |
| 502 | PROCEDE SOFTWARE LIFE PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | 139 | 2025 |
Retirement plans
Welfare plans