Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$409K
- Life$401K
- Short-term disability$401K
- Long-term disability$401K
- Vision$89K
Sponsor portfolio
TOM MCLEOD SOFTWARE CORP
EIN 63-0996699computer softwareLatest filing 2025
Plans
2
Retirement
1
$86.3M assets
Welfare
1
$497K premiums
Participants
1,297
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $497K premiums / 570 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA81%
- VISION SERVICE PLAN18%
- HEALTH ADVOCATE SOLUTIONS, INC.1%
Broker market share
Schedule A broker compensation
100%top
- COBBS ALLEN & HALL INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TOM MCLEOD SOFTWARE CORP. 401(K) PROFIT SHARING PLAN
401k
Assets$86.3M
Participants746
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOM MCLEOD SOFTWARE CORP CAFETERIA PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$497K
Covered lives570
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOM MCLEOD SOFTWARE CORP. 401(K) PROFIT SHARING PLAN | 401k | $86.3M | 746 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOM MCLEOD SOFTWARE CORP CAFETERIA PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $497K | 570 | 2025 |
Retirement plans
Welfare plans