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Sponsor portfolio

JOLT SOFTWARE, INC.

EIN 84-1751022-computer software-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$1.4M premiums
Participants
37
2901 ASHTON BLVD., #300 - LEHI, UT 84043877-396-4112LinkedIn11-50 employeescomputer software
Plans on this EIN
2 filings
#001401k-$1.7M - 37 part#501Fully Insured-$1.4M - 180 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$66K
  • Vision$66K
  • Other$20K
  • Short-term disability$18K
  • Long-term disability$16K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • SELECTHEALTH92%
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • MARSH & MCLENNAN AGENCY LLC52%
  • GBS BENEFITS INC33%
  • GBS BENEFITS INS AGENCY15%
Total $36K3 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

RETIREMENT INCOME SECURITY PLAN-JOLT SOFTWARE, INC.

401k

Assets$1.7M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOLT SOFTWARE, INC. WELFARE PLANS

Fully Insured - SELECTHEALTH

Premiums$1.4M
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT INCOME SECURITY PLAN-JOLT SOFTWARE, INC.401k$1.7M372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOLT SOFTWARE, INC. WELFARE PLANSFully InsuredSELECTHEALTH$1.4M1802025
Retirement plans
Welfare plans
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