Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$501K
- Dental$99K
- Short-term disability$36K
- Other$28K
- Long-term disability$26K
- Vision$15K
Sponsor portfolio
EQUISOFT INC
EIN 98-0607844Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
1
$16.1M assets
Welfare
2
$704K premiums
Participants
424
ONE COMMERCE SQUARE, 2005 MARKET ST - STE 1100 - PHILADELPHIA, PA 19103888-989-3141
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $704K premiums / 519 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- SUN LIFE ASSURANCE COMPANY OF CANADA71%
- HUMANA INSURANCE COMPANY14%
- UNITED OF OMAHA LIFE INSURANCE COMPANY13%
- EYEMED VISION CARE2%
Broker market share
Schedule A broker compensation
55%top
- PCF INSURANCE SERVICES OF THE WEST55%
- KISTLER TIFFANY BENEFITS25%
- ENROLLEASE21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EQUISOFT INC. 401(K) PROFIT SHARING PLAN
401k
Assets$16.1M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
EQUISOFT INC. GROUP MEDICAL PLAN
Self Funded - SUN LIFE ASSURANCE COMPANY
Premiums$501K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
EQUISOFT INC. GROUP INSURANCE PLAN
Fully Insured - HUMANA
Premiums$203K
Covered lives398
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EQUISOFT INC. 401(K) PROFIT SHARING PLAN | 401k | $16.1M | 166 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | EQUISOFT INC. GROUP MEDICAL PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY | $501K | 121 | 2024 | |
| 511 | EQUISOFT INC. GROUP INSURANCE PLAN | Fully Insured | HUMANA | $203K | 398 | 2024 |
Retirement plans
Welfare plans