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Sponsor portfolio

ISOFTSTONE, INC.

EIN 98-0544121-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$938K premiums
Participants
298
188 106TH AVE NE, SUITE 610 - BELLEVUE, WA 98004360-628-0845isoftstone.comLinkedIn10001+ employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$15.8M - 201 part#501Fully Insured-$938K - 155 lives

Benefits portfolio analytics

1 plan / $938K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$883K
  • Dental$883K
  • Prescription drug$883K
  • Life$40K
  • Short-term disability$40K
  • Long-term disability$40K
  • +2 more
Total $938K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN2%
Total $938K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $39K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ISOFTSTONE 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$15.8M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ISOFTSTONE HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$938K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ISOFTSTONE 401(K) PROFIT SHARING PLAN & TRUST401k$15.8M2012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ISOFTSTONE HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$938K1552024
Retirement plans
Welfare plans
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