Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$267K
- Vision$267K
- Life$267K
- Short-term disability$267K
- Long-term disability$267K
- Other$267K
Filings through .
Sponsor portfolio
Documation, Inc.
EIN 74-2569756information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$11.4M assets
Welfare
1
$267K premiums
Participants
448
4560 LOCKHILL SELMA, SUITE 100 - SAN ANTONIO, TX 78249210-341-4431mation.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $267K premiums / 213 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DOCUMATION 401(K) RETIREMENT PLAN
401(k)
Assets$11.4M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HEALTH PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$267K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DOCUMATION 401(K) RETIREMENT PLAN | 401(k) | $11.4M | 235 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HEALTH PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $267K | 213 | 2025 |
Retirement plans
Welfare plans