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  2. DIGITAL.AI SOFTWARE, INC.
Sponsor portfolio

DIGITAL.AI SOFTWARE, INC.

EIN 68-0433055-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$25.8M assets
Welfare
1
$3.0M premiums
Participants
491
555 FAYETTEVILLE ST, SUITE 210 - RALEIGH, NC 27601617-830-2449
Plans on this EIN
2 filings
#001401k-$25.8M - 309 part#502Fully Insured-$3.0M - 491 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 491 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Vision$2.7M
  • Prescription drug$2.7M
  • Life$199K
  • Other$187K
  • Short-term disability$180K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • HARTFORD LIFE AND ACCIDENT6%
  • DELTA DENTAL OF CALIFORNIA6%
  • TRUSTMARK INSURANCE COMPANY1%
  • ARAG INSURANCE COMPANY0%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • DUANE KING45%
  • ALLIANT INSURANCE SERVICES, INC.39%
  • MOSAIC GROUP SERVICES12%
  • BRANDON PENKO2%
  • INDIGO INSURANCE SERVICES1%
  • +2 more
Total $96K7 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

DIGITAL.AI 401(K) SAVINGS & INVESTMENT PLAN

401k

Assets$25.8M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

DIGITAL.AI EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$3.0M
Covered lives491
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIGITAL.AI 401(K) SAVINGS & INVESTMENT PLAN401k$25.8M3092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502DIGITAL.AI EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$3.0M4912025
Retirement plans
Welfare plans
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