PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. M-FILES,INC.
Sponsor portfolio

M-FILES,INC.

EIN 90-0444506-computer software-Latest filing 2025
Plans
2
Retirement
1
$15.1M assets
Welfare
1
$348K premiums
Participants
301
500 WEST 2ND STREET,19TH FLOOR - AUSTIN, TX 78701972-516-4210m-files.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$15.1M - 181 part#501Mixed-$348K - 124 lives

Benefits portfolio analytics

1 plan / $348K premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$226K
  • Other$226K
  • Dental$122K
  • Vision$122K
  • Short-term disability$79K
  • Long-term disability$79K
Total $348K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • TRUSTMARK INSURANCE COMPANY42%
  • STARMOUNT LIFE INSURANCE COMPANY35%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA23%
Total $348K3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • LOCKTON COMPANIES, LLC70%
  • SELERIX SYSTEMS INC25%
  • JOE FERNANDEZ5%
  • TBX EMPLOYEE BENEFITS LLC0%
  • USI INSURANCE SERVICES LLC0%
Total $45K5 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

M-FILES 401K PLAN

401k

Assets$15.1M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

M-FILES INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - TRUSTMARK INSURANCE COMPANY

Premiums$348K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001M-FILES 401K PLAN401k$15.1M1812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501M-FILES INC. HEALTH AND WELFARE BENEFIT PLANMixedTRUSTMARK INSURANCE COMPANY$348K1242025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica