DATAIR Employee Benefit Systems
CalcAir Employee Benefit Systems (formerly DATAIR) provides cloud-based pension, 401(k), cafeteria plan, and ASC 715 administration software to mid-market actuarial consultants and retirement plan administrators across the United States.
- Company typePrivate
- Founded1970
- HeadquartersWestmont, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What DATAIR Employee Benefit Systems does
CalcAir Employee Benefit Systems, formerly DATAIR, is a US-based software vendor specializing in retirement and cafeteria plan administration. Founded in 1970, the company serves mid-market actuarial consultants and third-party retirement plan administrators with a portfolio of compliance and administration tools covering 401(k), Cash Balance Plan, Defined Benefit Pension, Section 125 Cafeteria, ASC 715 reporting, qualified plan documents, and a Pension Reporter Government Forms service. The core customers are specialist plan administration firms and actuarial practices that rely on the platform for ongoing compliance, plan documentation, and government filings under ERISA, IRS, and DOL frameworks.
The platform is delivered as MyCalcAir, a cloud-based system that consolidates plan administration, document generation, government form filing, task management, and custom reporting. Underlying technical components include a report writer, client and task manager, and an integrated library of regulatory form templates and qualified plan document templates that have been accumulated and maintained over more than 50 years. The cloud delivery model reflects a migration from the legacy DATAIR product line toward a more accessible SaaS-style architecture, with rebranding reinforcing this repositioning.
The business model is subscription-based with annual billing tied to quote-based contracts, sold via direct enterprise field sales to a specialized buyer base. Customer relationships are notably long-tenured, with multiple clients reporting 20 to 40+ years of continuous use, which signals strong switching costs but limited expansion headcount within the existing installed base. The company is privately held and has not disclosed revenue, headcount, funding, or M&A activity in the available data.
DATAIR Employee Benefit Systems firmographics
Firmographics- Name
- DATAIR Employee Benefit Systems
- Legal name
- CalcAir Employee Benefit Systems
- Website
- https://datair.com
- Company type
- Private
- Founded year
- 1970
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CalcAir Employee Benefit Systems (formerly DATAIR) provides cloud-based pension, 401(k), cafeteria plan, and ASC 715 administration software to mid-market actuarial consultants and retirement plan administrators across the United States.
- Ownership category
- akta.pro rank
DATAIR Employee Benefit Systems industry classification
Industry- Product category
- Pension Administration Software
- NAICS
- Pension Funds (525110), Insurance and Employee Benefit Funds (5251)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Investment Advice (6282)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Benefits Administration (BPACAPAC), Flexible Benefits Administration (FSA/HSA/HRA) (HLAEALAK)
Keywords
Where DATAIR Employee Benefit Systems is headquartered
LocationHeadquarters
- HQ city
- Westmont
- HQ country
- United States
- HQ region
- North America
Markets served
DATAIR Employee Benefit Systems business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Software Licensing/Subscription: CalcAir generates revenue through software licensing and subscription fees for their pension administration platforms including MyCalcAir cloud services, Document Systems, and Pension Reporter. The company offers ongoing access to their software with cloud-based delivery model.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based pricing for enterprise software solutions |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
DATAIR Employee Benefit Systems product offering
Product offeringCore offering
CalcAir Employee Benefit Systems (formerly DATAIR) sells integrated pension benefit administration software for retirement plan professionals. The portfolio covers proposal, administration, recordkeeping, actuarial valuations and compliance testing for 401(k), Money Purchase, Profit Sharing, 403(b), 457, ESOP, Defined Benefit, 412(e) and Cash Balance plans, together with cafeteria plan documentation, IRS-approved plan documents, ASC 715 financial reporting, government forms reporting (DOL EFAST 5500, IRS 5300, 1099-R, PBGC, SAR) and a cloud delivery platform called MyCalcAir.
Product overview
CalcAir Employee Benefit Systems (formerly DATAIR) offers a comprehensive suite of pension benefit administration solutions. The product portfolio consists of a cloud-based platform (MyCalcAir) with integrated modules for defined contribution/401(k), cash balance plan administration, defined benefit pension plans, cafeteria plan documentation, government forms reporting (Pension Reporter), qualified plan documents, and additional tools including Client & Task Manager, ASC 715 Reporting, and Report Writer. The system is positioned as an integrated solution for retirement professionals with over 50 years of experience in the employee benefits software space.
Differentiator
Problem solved
Functional benefit
Brands
- MyCalcAir: Cloud-based platform providing secure online access to pension software capabilities, enabling remote staff to access document and pension reporter systems from anywhere.
Products and services
- MyCalcAir Cloud-based platform that delivers CalcAir's pension software capabilities securely online, giving retirement plan professionals remote access to document and Pension Reporter systems from anywhere.
- Defined Contribution / 401(k) Proposal, administration, recordkeeping and compliance testing for 401(k), Money Purchase, Profit Sharing, 403(b), 457 and ESOP plans, targeting retirement plan administrators and sponsors.
- Cash Balance Plan Administration Proposal, administration, actuarial valuations and compliance testing for Cash Balance plans, used by actuarial consultants and plan administrators handling hybrid pension designs.
- Defined Benefit Pension Plan Proposal, administration, actuarial valuations and compliance testing for Defined Benefit and 412(e) plans, designed for actuarial consultants and pension administrators.
- CalcAir Section 125 Cafeteria Document System Document generation and administration system for Section 125 cafeteria plans, enabling flexible benefits administration for employers and third-party administrators.
- Cafeteria Plan Documents Cafeteria plan documentation services producing Section 125 plan documents for employers sponsoring flexible benefits programs.
- Pension Reporter Government Forms Government forms reporting system covering DOL EFAST 5500-series, IRS 5300-series, 1099-R, PBGC and SAR filings for retirement, welfare and flex plans.
- Qualified Plan Documents IRS-approved plan documents for 401(k), Profit Sharing, Money Purchase, Defined Benefit, 403(b) and Cash Balance plans, including SPDs, employee communications and filing forms.
- Client & Task Manager Client and task organization program integrated with existing Plan and Client Databases, used to manage workflows and system analysis for pension administration practices.
- ASC 715 Reporting Financial reporting module for retirement and post-retirement benefit plans as required by ASC 715 accounting standards.
- Report Writer Custom reporting tool that generates professional pension and benefit reports from underlying plan data.
Quantifiable outcome
- Remote staff access capability through cloud platform
- +2 more outcomes
Companies that use DATAIR Employee Benefit Systems
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles2 records
DATAIR Employee Benefit Systems technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature10 records
DATAIR Employee Benefit Systems partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
DATAIR Employee Benefit Systems competitors and assessment
Company assessmentBroad incumbents
- Benefitfocus: Benefitfocus is an enterprise benefits administration platform offering health, welfare, and retirement benefits management. While broader than CalcAir's pension focus, it competes for the same HR/benefits buyer and offers overlapping enrollment and benefits administration capabilities.
- PlanSource: PlanSource is a benefits administration and enrollment platform serving employers and benefits administrators with health, voluntary, and retirement benefits. It competes at the broader benefits administration layer that includes CalcAir's Cafeteria/Section 125 functionality.
- Empower Retirement: Empower is a major recordkeeper/retirement services provider with proprietary administration technology serving plans of all sizes. While primarily a recordkeeper, its internal platform competes for TPA and plan sponsor technology decisions that CalcAir also targets.
- ADP Retirement Services: ADP offers 401(k) and retirement plan administration as part of its broader HCM/payroll suite. As a dominant HCM incumbent, it represents competitive pressure on CalcAir from a full-suite, payroll-anchored alternative for plan sponsors.
- WageWorks (HealthEquity): HealthEquity (formerly WageWorks) is a large consumer-directed benefits administrator offering FSA, HSA, commuter, and Section 125 plan administration. It competes with CalcAir's cafeteria plan offering from a scale-incumbent position.
- Vitech Systems Group: Vitech provides benefits administration and pension software for insurance, retirement, and government plan administrators. Overlaps with CalcAir in retirement plan administration workflows, particularly for insurance-affiliated TPAs.
Direct peers
- DataPath: DataPath provides cloud-based retirement plan administration software for TPAs and plan administrators, including recordkeeping, compliance, and document solutions. Directly comparable to CalcAir in target customer (TPAs) and core functionality (DC, DB, compliance testing).
- ftwilliam.com: ftwilliam.com provides retirement plan document, compliance testing, and government forms software for 401(k)/403(b)/defined benefit plans. It is the most direct head-to-head competitor to CalcAir in IRS-approved plan documents and DOL/IRS compliance forms for retirement professionals.
- TRA (Tax Forms & Retirement): TRA provides retirement plan document, government forms, and compliance software to retirement plan professionals. It overlaps directly with CalcAir's Qualified Plan Documents and Pension Reporter products in serving plan administrators and TPAs.
Emerging players
- Cypress Benefit Solutions: Cypress provides consumer-driven benefit administration including FSA, HSA, HRA, COBRA, and Section 125 cafeteria plans. It is an emerging competitor in the cafeteria/flexible benefits space that overlaps with CalcAir's Section 125 Cafeteria Document System.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
DATAIR Employee Benefit Systems social profiles
Digital presenceDATAIR Employee Benefit Systems financial estimates
Financial estimateRevenue estimate
Valuation estimate
DATAIR Employee Benefit Systems leadership team
Management profileNumber of profiles
DATAIR Employee Benefit Systems funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DATAIR Employee Benefit Systems M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about DATAIR Employee Benefit Systems
What does DATAIR Employee Benefit Systems do?
CalcAir Employee Benefit Systems (formerly DATAIR) sells integrated pension benefit administration software for retirement plan professionals. The portfolio covers proposal, administration, recordkeeping, actuarial valuations and compliance testing for 401(k), Money Purchase, Profit Sharing, 403(b), 457, ESOP, Defined Benefit, 412(e) and Cash Balance plans, together with cafeteria plan documentation, IRS-approved plan documents, ASC 715 financial reporting, government forms reporting (DOL EFAST 5500, IRS 5300, 1099-R, PBGC, SAR) and a cloud delivery platform called MyCalcAir.
Is DATAIR Employee Benefit Systems a public or private company?
DATAIR Employee Benefit Systems is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was DATAIR Employee Benefit Systems founded?
DATAIR Employee Benefit Systems was founded in 1970. It employs 11 to 50 people.
Where is DATAIR Employee Benefit Systems based?
DATAIR Employee Benefit Systems is headquartered in Westmont, United States, in the North America region.
How does DATAIR Employee Benefit Systems make money?
One revenue line is on record: software Licensing/Subscription.
Who are DATAIR Employee Benefit Systems's main competitors?
Broad incumbents on record are Benefitfocus, PlanSource, Empower Retirement, ADP Retirement Services, WageWorks (HealthEquity) and Vitech Systems Group. Direct peers are DataPath, ftwilliam.com and TRA (Tax Forms & Retirement). Cypress Benefit Solutions is listed as an emerging player.
Does DATAIR Employee Benefit Systems have an API?
No public API is recorded for DATAIR Employee Benefit Systems.
What industry is DATAIR Employee Benefit Systems in?
DATAIR Employee Benefit Systems's product category is Pension Administration Software. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of BPACAPAC, Benefits Administration. Its NAICS code is 525110 and its SIC code is 7370.