The Ultimate Software Group
Atlanta, GA
The Ultimate Software Group of Atlanta, GA is the broker of record on 114 Form 5500 Schedule A filings covering 92 employer benefit plans across 29 states, with $2,141 in reported broker commissions (plan year 2025).
Quick answer
The Ultimate Software Group (Atlanta, GA) is the broker of record for 92 employer benefit plan sponsors on 114 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Ultimate Software Group have?
- The Ultimate Software Group is named as broker on Form 5500 Schedule A filings for 92 distinct plan sponsors in 29 states.
- Who are The Ultimate Software Group's largest employer clients?
- By plan participants, the largest include Vacasa, LLC (4,994 participants), Awp, Inc. (4,558 participants) and Covenant Group Holdings, Lp (3,538 participants).
- How much does The Ultimate Software Group earn in commissions?
- Insurers reported $2,141 in broker commissions and $1.8 million in fees paid to The Ultimate Software Group for plan year 2025, per Schedule A Part 1.
- Where is The Ultimate Software Group located?
- The Ultimate Software Group is based in Atlanta, GA and has employer clients in 29 states.
- How does The Ultimate Software Group rank among benefits brokers in Georgia?
- The Ultimate Software Group ranks #6 by employer clients among the 50 most active benefits brokers based in Georgia.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Ultimate Software Group on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Vacasa, LLC | OR | 4,994 | 2024-12-31 |
| Awp, Inc. | OH | 4,558 | 2025-12-31 |
| Covenant Group Holdings, Lp | TX | 3,538 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.