Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$632K
- Dental$96K
- Other$64K
- Long-term disability$26K
- Vision$15K
- Life$8K
Filings through .
Equisoft Inc
EIN 98-0607844Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
1
$19.7M assets
Health & Benefits
2
$833K premiums
Participants
403
ONE COMMERCE SQUARE, 2005 MARKET ST - STE 1100 - PHILADELPHIA, PA 19103888-989-3141
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $833K premiums / 309 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
EQUISOFT INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$19.7M
Participants159
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510
EQUISOFT INC. GROUP MEDICAL PLAN
Self-funded - SUN LIFE ASSURANCE COMPANY
Premiums$632K
Covered lives113
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#511
EQUISOFT INC. GROUP INSURANCE PLAN
Mixed - HUMANA
Premiums$201K
Covered lives196
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | EQUISOFT INC. 401(K) PROFIT SHARING PLAN | 401(k) | $19.7M | 159 | 2025 |
- #002 · 401(k) · 2025159
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #510 | EQUISOFT INC. GROUP MEDICAL PLAN | Self-funded | SUN LIFE ASSURANCE COMPANY | $632K | 113 | 2025 |
| #511 | EQUISOFT INC. GROUP INSURANCE PLAN | Mixed | HUMANA | $201K | 196 | 2025 |
- #510 · Self-funded · SUN LIFE ASSURANCE COMPANY · 2025113
- #511 · Mixed · HUMANA · 2025196
Retirement plans
Health & Benefits plans