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  2. BENTLEY SYSTEMS, INC.
Sponsor portfolio

BENTLEY SYSTEMS, INC.

EIN 95-3936623-computer software-Latest filing 2024
Plans
2
Retirement
1
$595.2M assets
Welfare
1
$4.2M premiums
Participants
3,899
685 STOCKTON DRIVE - EXTON, PA 19341610-458-5000bentley.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$595.2M - 2,402 part#501Mixed-$4.2M - 1,794 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 1,794 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.7M
  • Health$1.6M
  • Prescription drug$1.3M
  • Vision$1.3M
  • Other$726K
  • Life$398K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • AETNA LIFE INSURANCE COMPANY40%
  • BLUE CROSS OF CALIFORNIA27%
  • METROPOLITAN LIFE INSURANCE COMPANY25%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • VISION SERVICE PLAN3%
  • +1 more
Total $4.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MARSH & MCLENNAN AGENCY LLC88%
  • HMK INSURANCE9%
  • PLANSOURCE BENEFITS ADMINISTRATION3%
Total $101K3 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

BENTLEY SYSTEMS, INCORPORATED PROFIT SHARING/401(K) PLAN

401k

Assets$595.2M
Participants2,402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BENTLEY SYSTEMS INCORPORATED WELFARE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$4.2M
Covered lives1,794
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BENTLEY SYSTEMS, INCORPORATED PROFIT SHARING/401(K) PLAN401k$595.2M2,4022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BENTLEY SYSTEMS INCORPORATED WELFARE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$4.2M1,7942024
Retirement plans
Welfare plans
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