Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$181K
- Short-term disability$181K
- Long-term disability$181K
- Other$181K
Sponsor portfolio
REVALIZE SOFTWARE
EIN 86-2876825Latest filing 2025
Plans
3
Retirement
1
$25.9M assets
Welfare
2
$392K premiums
Participants
601
50 NORTH LAURA STREET, SUITE 2500 - JACKSONVILLE, FL 32202904-559-1722
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $392K premiums / 584 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SYMETRA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
REVALIZE, INC. 401(K) PLAN
401k
Assets$25.9M
Participants385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
REVALIZE SOFTWARE SYMETRA LIFE BENEFITS PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$212K
Covered lives374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
REVALIZE SOFTWARE HEALTH & WELFARE BENEFITS PLAN
Mixed - SYMETRA LIFE INSRUANCE COMPANY
Premiums$181K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | REVALIZE, INC. 401(K) PLAN | 401k | $25.9M | 385 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | REVALIZE SOFTWARE SYMETRA LIFE BENEFITS PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $212K | 374 | 2024 | |
| 501 | REVALIZE SOFTWARE HEALTH & WELFARE BENEFITS PLAN | Mixed | SYMETRA LIFE INSRUANCE COMPANY | $181K | 210 | 2025 |
Retirement plans
Welfare plans