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Sponsor portfolio

QAD INC.

EIN 77-0105228-computer software-Latest filing 2025
Plans
2
Retirement
1
$189.4M assets
Welfare
1
$8.8M premiums
Participants
1,383
1221 BRICKELL AVENUE, SUITE 2110 - MIAMI, FL 33131805-566-6000qad.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$189.4M - 854 part#505Fully Insured-$8.8M - 1,073 lives

Benefits portfolio analytics

1 plan / $8.8M premiums / 1,073 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.0M
  • Dental$7.5M
  • Other$736K
  • Life$554K
  • Short-term disability$554K
  • Long-term disability$554K
  • +1 more
Total $8.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AETNA LIFE INSURANCE COMPANY93%
  • HARTFORD LIFE AND ACCIDENT6%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • COMBINED INSURANCE COMPANY OF AMERICA0%
  • +1 more
Total $8.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • VOLUNTARY SOLUTIONS INC39%
  • CUSTOM BENEFIT PROGRAMS INC36%
  • AON CONSULTING INC25%
Total $40K3 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

QAD INC. 401(K) RETIREMENT PLAN

401k

Assets$189.4M
Participants854
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

QAD INC. WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$8.8M
Covered lives1,073
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001QAD INC. 401(K) RETIREMENT PLAN401k$189.4M8542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505QAD INC. WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO.$8.8M1,0732025
Retirement plans
Welfare plans
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