Form 5500 · Employee benefit plan · MILWAUKEE, WI
SOFTWARE ONE, INC.
SOFTWARE ONE, INC. of MILWAUKEE, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1501504 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 308 | December | $35,738 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 64 | December | $4,387 |
| WYSSTA INSURANCE COMPANY INC | Vision | 224 | December | $2,944 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 325 | December | $0 |
Questions
Who is SOFTWARE ONE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SOFTWARE ONE, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does SOFTWARE ONE, INC. use?
SOFTWARE ONE, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 4 disclosed carriers.
When does SOFTWARE ONE, INC.'s group plan renew?
The most recent Schedule A policy period for SOFTWARE ONE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SOFTWARE ONE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.