Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$537K
- Dental$284K
- Vision$284K
- Life$284K
- Short-term disability$284K
- Long-term disability$284K
- +1 more
Sponsor portfolio
BIRCH GROVE SOFTWARE, INC.
EIN 75-2602877information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$821K premiums
Participants
322
1501 S. MOPAC EXP., STE 155 - AUSTIN, TX 78746888-907-0301bgrove.comLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $821K premiums / 306 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY65%
- PRINCIPAL LIFE INSURANCE COMPANY35%
Broker market share
Schedule A broker compensation
76%top
- ANCO INS. SVC. OF BRYAN COLLEGE STA76%
- HUB INTERNATIONAL MIDWEST LIMITED13%
- CENTRO BENEFITS RESEARCH LLC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ACTIVTRAK 401(K) PLAN
401k
Assets$6.3M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BIRCH GROVE SOFTWARE, INC. DBA ACTIVTRAK WRAP PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE CO.
Premiums$821K
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ACTIVTRAK 401(K) PLAN | 401k | $6.3M | 170 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BIRCH GROVE SOFTWARE, INC. DBA ACTIVTRAK WRAP PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE CO. | $821K | 306 | 2025 |
Retirement plans
Welfare plans