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  2. Revalize Software, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Revalize Software, Inc.

EIN 86-2876825-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
4
Retirement
2
$56.9M assets
Health & Benefits
2
$392K premiums
Participants
990
50 N LAURA ST, SUITE 2500 - JACKSONVILLE, FL 32202904-506-4304
Plans on this EIN
4 filings
#001401(k)-$31.0M - 389 part#002401(k)-$25.9M - 385 part#502Mixed-$212K - 374 lives#501Mixed-$181K - 210 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $56.9M assets / 774 participants

Assets by plan

Share of aggregate retirement assets

  • REVALIZE, INC. 401(K) (#001)$31.0M
  • REVALIZE, INC. 401(K) (#002)$25.9M
Total $56.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • REVALIZE, INC. 401(K) (#001)389
  • REVALIZE, INC. 401(K) (#002)385
Total 774Select a row to open it

Benefits portfolio analytics

2 plans / $392K premiums / 584 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$181K
  • Short-term disability$181K
  • Long-term disability$181K
  • Other$181K
Total $181K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

REVALIZE, INC. 401(K) PLAN

401(k)

Assets$31.0M
Participants389
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

REVALIZE, INC. 401(K) PLAN

401(k)

Assets$25.9M
Participants385
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

REVALIZE SOFTWARE SYMETRA LIFE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$212K
Covered lives374
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

REVALIZE SOFTWARE HEALTH & WELFARE BENEFITS PLAN

Mixed - SYMETRA LIFE INSRUANCE COMPANY

Premiums$181K
Covered lives210
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001REVALIZE, INC. 401(K) PLAN401(k)$31.0M3892025
#002REVALIZE, INC. 401(K) PLAN401(k)$25.9M3852024
  • REVALIZE, INC. 401(K) PLAN$31.0M
    #001 · 401(k) · 2025389
  • REVALIZE, INC. 401(K) PLAN$25.9M
    #002 · 401(k) · 2024385

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502REVALIZE SOFTWARE SYMETRA LIFE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$212K3742024
#501REVALIZE SOFTWARE HEALTH & WELFARE BENEFITS PLANMixedSYMETRA LIFE INSRUANCE COMPANY$181K2102025
  • REVALIZE SOFTWARE SYMETRA LIFE BENEFITS PLAN$212K
    #502 · Mixed · SYMETRA LIFE INSURANCE COMPANY · 2024374
  • REVALIZE SOFTWARE HEALTH & WELFARE BENEFITS PLAN$181K
    #501 · Mixed · SYMETRA LIFE INSRUANCE COMPANY · 2025210
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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