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Sponsor portfolio

DOCUFREE CORPORATION

EIN 58-2483016-information services-Latest filing 2025
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$845K premiums
Participants
626
1775 FOUNDERS PKWY - ALPHARETTA, GA 30009770-643-2900docufree.comLinkedIn51-200 employeesinformation services
Plans on this EIN
2 filings
#001401k-$6.2M - 426 part#501Mixed-$845K - 415 lives

Benefits portfolio analytics

1 plan / $845K premiums / 415 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$509K
  • Other$336K
  • Life$258K
  • Short-term disability$216K
  • Long-term disability$216K
  • Vision$38
Total $845K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA40%
Total $845K2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • BROWN & BROWN INSURANCE SERVICES82%
  • TRAYWICK, DENNIS14%
  • PLANSOURCE BENEFIT ADMINISTRATION2%
  • CENTRO BENEFITS RESEARCH LLC1%
  • DIGITAL INSURANCE LLC0%
Total $232K5 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

DOCUFREE CORPORATION 401(K) PLAN

401k

Assets$6.2M
Participants426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DOCUFREE CORPORATION EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$845K
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DOCUFREE CORPORATION 401(K) PLAN401k$6.2M4262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DOCUFREE CORPORATION EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$845K4152025
Retirement plans
Welfare plans
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