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
Filings through .
Procede Software LP
EIN 54-2073787computer softwareLatest filing 2025
Plans
4
Retirement
1
$11.7M assets
Health & Benefits
3
$1.3M premiums
Participants
547
240 S CEDROS AVE, SUITE 200 - SOLANA BEACH, CA 92075858-450-4838procedesoftware.comLinkedIn51-200 employeescomputer software
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $1.3M premiums / 464 covered lives
See carrier and broker market share with Pro.
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PROCEDE SOFTWARE 401(K) PLAN
401(k)
Assets$11.7M
Participants155
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PROCEDE SOFTWARE MEDICAL PLAN
Fully insured - CALIFORNIA PHYSICIANS' SERVICES
Premiums$1.3M
Covered lives186
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
PROCEDE SOFTWARE LONG TERM DISABILITY PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$17K
Covered lives139
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
PROCEDE SOFTWARE LIFE PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2K
Covered lives139
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PROCEDE SOFTWARE 401(K) PLAN | 401(k) | $11.7M | 155 | 2025 |
- #001 · 401(k) · 2025155
Health & Benefits plans
3 plans on this EIN
| 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 |
- #501 · Fully insured · CALIFORNIA PHYSICIANS' SERVICES · 2025186
- #503 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025139
- #502 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025139
Retirement plans
Health & Benefits plans