PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MARQUIS SOFTWARE SOLUTIONS, INC.
Sponsor portfolioTH

MARQUIS SOFTWARE SOLUTIONS, INC.

EIN 75-2459939-Latest filing 2025
Plans
2
Retirement
1
$13.6M assets
Welfare
1
$168K premiums
Participants
376
6509 WINDCREST DRIVE, SUITE 170 - PLANO, TX 75024469-467-9779
Plans on this EIN
2 filings
#002401k-$13.6M - 230 part#502Mixed-$168K - 14 lives

Benefits portfolio analytics

1 plan / $168K premiums / 14 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$104K
  • Other$42K
  • Life$35K
  • Long-term disability$20K
  • Short-term disability$2K
Total $168K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • SELECTHEALTH62%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA30%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK3%
Total $168K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $14K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MARQUIS SOFTWARE SOLUTIONS, INC. 401(K) PLAN

401k

Assets$13.6M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MARQUIS SOFTWARE SOLUTIONS, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - SELECTHEALTH

Premiums$168K
Covered lives14
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MARQUIS SOFTWARE SOLUTIONS, INC. 401(K) PLAN401k$13.6M2302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MARQUIS SOFTWARE SOLUTIONS, INC. HEALTH AND WELFARE BENEFIT PLANMixedSELECTHEALTH$168K142025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica