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Sponsor portfolioWelfare / HealthEIN 87-0551580

NETDOCUMENTS SOFTWARE INC

2500 W EXECUTIVE PARKWAY SUITE 300 · LEHI, UT 84048
8013491074
Plans filed
1
Years active
2019–2025
Industry
NAICS 51
Latest filing
2025
Total premiums (latest)
$489K
No prior year
Persons covered
633
No prior year
Total participants
420
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$489K
NETDOCUMENTS SOFTWARE INC GENERAL HEALTH AND WELFARE PLAN
Fully insured633 covered·5 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$423K27.8%
Life$344K22.6%
Short-term disability$344K22.6%
Long-term disability$344K22.6%
Vision$36K2.3%
Health$30K2.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$344K70.3%11420
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$61K12.6%130
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
V
$36K7.3%11633
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
H
$30K6.1%114
BLOMQUIST HALE CONSULTING
EIN 870462684
Oth
$18K3.7%11321

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GBS BENEFITS INCSOUTH SALT LAKE, UTAMERITAS LIFE INSURANCE CORP, CIGNA HEALTH AND LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE CO.$71K$22K$92K95.3%1
TEMPO HOLDINGS COMPANY LLCLINCOLNSHIRE, ILCIGNA HEALTH AND LIFE INSURANCE COMPANY$0$3K$3K3.1%1
LEAVITT GROUPSALT LAKE CITY, UTUNITED OF OMAHA LIFE INSURANCE CO.$0$2K$2K1.6%1

History & trajectory

7 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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