Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$423K
- Life$344K
- Short-term disability$344K
- Long-term disability$344K
- Vision$36K
- Health$30K
Sponsor portfolio
NETDOCUMENTS SOFTWARE INC
EIN 87-0551580Latest filing 2025
Plans
2
Retirement
1
$21.9M assets
Welfare
1
$489K premiums
Participants
874
2500 W EXECUTIVE PARKWAY SUITE 300 - LEHI, UT 84048801-349-1074
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $489K premiums / 633 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY70%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
- AMERITAS LIFE INSURANCE CORP.7%
- HAWAII MEDICAL SERVICE ASSOCIATION6%
- BLOMQUIST HALE CONSULTING4%
Broker market share
Schedule A broker compensation
95%top
- GBS BENEFITS INC95%
- TEMPO HOLDINGS COMPANY LLC3%
- LEAVITT GROUP2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NETDOCUMENTS SOFTWARE, INC. 401(K) PLAN
401k
Assets$21.9M
Participants454
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NETDOCUMENTS SOFTWARE INC GENERAL HEALTH AND WELFARE PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE CO.
Premiums$489K
Covered lives633
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NETDOCUMENTS SOFTWARE, INC. 401(K) PLAN | 401k | $21.9M | 454 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NETDOCUMENTS SOFTWARE INC GENERAL HEALTH AND WELFARE PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE CO. | $489K | 633 | 2025 |
Retirement plans
Welfare plans