PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SOLTESZ, INC.

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 52-1173948

SOLTESZ, INC.

d/b/a 2 RESEARCH PLACE, SUITE 100
2 RESEARCH PLACE · ROCKVILLE, MD 20850
3019482750
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$349K
No prior year
Persons covered
127
No prior year
Total participants
81
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$349K
SOLTESZ, INC. FLEXIBLE COMPENSATION PROGRAM
Fully insured127 covered·3 carriers
Primary: THE LOOMIS COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$261K16.1%
Health$254K15.6%
Dental$254K15.6%
Prescription drug$254K15.6%
Stop-loss$254K15.6%
Life$88K5.4%
Short-term disability$88K5.4%
Long-term disability$88K5.4%
Other$88K5.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 232238132
HRxDVSL
$254K72.6%1181
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LSTDLTDOth
$88K25.2%11127
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$8K2.2%11100

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE LOOMIS COMPANYWYOMISSING, PATHE LOOMIS COMPANY$0$66K$66K68.4%1
CBIZ BENEFITS & INSURANCE SERVICESCINCINNATI, OHFIDELITY SECURITY LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY$20K$6K$26K27.1%1
JUST IN TIME EDUCATION & TECHMIAMI, FLPRINCIPAL LIFE INSURANCE COMPANY$812$4K$4K4.5%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
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