Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.7M
- Life$2.5M
- Short-term disability$2.5M
- Long-term disability$2.5M
- Health$159K
Sponsor portfolio
ACCOLADE, INC.
EIN 01-0969591Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$103.2M assets
Welfare
1
$2.7M premiums
Participants
4,551
660 WEST GERMANTOWN PIKE, SUITE 500 - PLYMOUTH MEETING, PA 19462610-834-2989
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 2,035 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- SUN LIFE ASSURANCE COMPANY OF CANADA92%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
87%top
- GALLAGHER BENEFIT SERVICES, INC.87%
- PENTRA LLC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ACCOLADE, INC. 401(K) PLAN
401k
Assets$103.2M
Participants2,499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ACCOLADE, INC. WELFARE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.7M
Covered lives2,035
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ACCOLADE, INC. 401(K) PLAN | 401k | $103.2M | 2,499 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ACCOLADE, INC. WELFARE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.7M | 2,035 | 2024 |
Retirement plans
Welfare plans