Plan Ledger DOL Form 5500 · updated monthly

Softserve, Inc.benefits

Softserve, Inc. Health and Welfare Plan · FORT MYERS, FL · plan year 2025

Broker compensation reported · 2025
$347,589

Softserve, Inc.'s benefits plans covered 267 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $347,589 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,302 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 1.2% from $351,724 in 2024.

Insurance contracts · 20254
UNITEDHEALTHCARE INSURANCE COMPANY · health drug ppopremiums n/a · 716 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · vision life ltdpremiums n/a · 284 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 645 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 207 covered
Brokers & agents paid · 20251
MERCER HEALTH AND BENEFITS, LLC$347,589 · incl $247,967 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 030387060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.