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Sponsor portfolioWelfare / HealthEIN 39-1501504
SOFTWARE ONE, INC.
320 E. BUFFALO STREET, SUITE 200 · MILWAUKEE, WI 53202
2629535247
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$377K
No prior year
Persons covered
325
No prior year
Total participants
337
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $339K | 26.6% | |
| Life | $299K | 23.5% | |
| Short-term disability | $299K | 23.5% | |
| Long-term disability | $299K | 23.5% | |
| Vision | $38K | 2.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LSTDLTDOth | $321K | 85.2% | 1 | 2 | 308 |
EIN 203212328 | V | $38K | 10.0% | 1 | 1 | 224 |
EIN 233080019 | Oth | $18K | 4.9% | 1 | 1 | 325 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | SUN LIFE ASSURANCE COMPANY OF CANADA, WYSSTA INSURANCE COMPANY INC | $43K | $4K | $47K | 100.0% | 1 |
History & trajectory
10 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