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Sponsor portfolio

SOFTDOCS SC, LLC

EIN 57-1072887-computer software-Latest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$1.5M premiums
Participants
324
807 BLUFF ROAD - COLUMBIA, SC 29201888-457-8879softdocs.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$7.1M - 199 part#501Fully Insured-$1.5M - 124 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$175K
  • Vision$175K
  • Life$175K
  • Short-term disability$175K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • UNKNOWN52%
  • AP BENEFIT ADVISORS, LLC37%
  • UNITED PRODUCERS GROUP LLC11%
Total $72K3 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

SOFTDOCS SC, LLC 401(K) PLAN

401k

Assets$7.1M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOFTDOCS SC, LLC WELFARE BENEFIT PLAN

Fully Insured - BLUECHOICE HEALTH PLAN SOUTH CAROLINA

Premiums$1.5M
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOFTDOCS SC, LLC 401(K) PLAN401k$7.1M1992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOFTDOCS SC, LLC WELFARE BENEFIT PLANFully InsuredBLUECHOICE HEALTH PLAN SOUTH CAROLINA$1.5M1242025
Retirement plans
Welfare plans
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