PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SOPHEON CORPORATION

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 41-1967943

SOPHEON CORPORATION

7900 INTERNATIONAL DR, SUITE 1080 · BLOOMINGTON, MN 55425
9528517500
Plans filed
4
Years active
2019–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$1.5M
No prior year
Persons covered
166
No prior year
Total participants
0
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$1.5M
SOPHEON CORPORATION HEALTH AND WELFARE WRAP BENEFIT PLAN
Fully insured166 covered·3 carriers
Primary: MEDICA INSURANCE COMPANY
Plan #503$1.3M
SOPHEON MEDICAL PLAN
Fully insured197 covered·1 carrier
Primary: MEDICA INSURANCE COMPANY
Plan #504$77K
SOPHEON DENTAL
Fully insured116 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #502$20K
SOPHEON LTD PLAN
Fully insured116 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M42.7%
Prescription drug$1.4M42.7%
Dental$117K3.6%
Life$117K3.6%
Long-term disability$117K3.6%
Other$117K3.6%
Vision$5K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
MEDICA INSURANCE COMPANY
EIN 411490988
HRx
$1.4M91.8%11166
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DLLTDOth
$117K7.8%1189
EYEMED VISION CARE
EIN 430949844
V
$5K0.4%1196

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCLATHAM, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, MEDICA INSURANCE COMPANY$43K$2K$45K66.1%1
GALLAGHER BENEFIT SERVICES, INC.DALLAS, TXTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., MEDICA INSURANCE COMPANY$19K$4K$23K33.9%1

History & trajectory

6 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica