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Sponsor portfolioWelfare / HealthEIN 20-1556899

Q2 SOFTWARE, INC.

10355 PECAN PARK BOULEVARD · AUSTIN, TX 78729
5126231402
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
1,808
No prior year
Total participants
1,703
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
Q2 SOFTWARE, INC. WELFARE BENEFITS PLAN
Mixed1,808 covered·5 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.2M44.4%
Life$853K30.5%
Long-term disability$434K15.5%
Vision$255K9.1%
Health$10K0.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$1.3M66.3%121,808
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$328K16.9%11886
VISION SERVICE PLAN
EIN 061227840
V
$255K13.1%111,552
LEGALPLANS, USA
EIN 208856073
Oth
$60K3.1%11318
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
H
$10K0.5%111

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CUSTOM BENEFIT PROGRAMS INCHAMMONTON, NJRELIASTAR LIFE INSURANCE COMPANY, LEGAL ACCESS SERVICES GROUP, LLC$72K$0$72K73.5%1
AON CONSULTING INCCHICAGO, ILRELIASTAR LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$10K$16K$26K26.5%1

History & trajectory

11 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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