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Sponsor portfolioWelfare / HealthEIN 03-0387060

SOFTSERVE, INC.

12800 UNIVERSITY DRIVE, SUITE 410 · FORT MYERS, FL 33907
8666873588
Plans filed
1
Years active
2018–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$6.4M
No prior year
Persons covered
716
No prior year
Total participants
271
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.4M
SOFTSERVE, INC. HEALTH AND WELFARE PLAN
Fully insured716 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.6M43.6%
Prescription drug$5.6M43.6%
Dental$381K2.9%
Other$333K2.6%
Vision$313K2.4%
Life$313K2.4%
Long-term disability$313K2.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$5.6M88.8%11716
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DOth
$402K6.3%12645
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
VLLTDOth
$313K4.9%11284

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCPHILADELPHIA, PAUNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$100K$248K$348K100.0%1

History & trajectory

8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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