PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Accolade, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Accolade, Inc.

EIN 01-0969591-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$119.2M assets
Health & Benefits
1
$2.6M premiums
Participants
4,228
660 WEST GERMANTOWN PIKE, SUITE 500 - PLYMOUTH MEETING, PA 19462610-834-2989
Plans on this EIN
2 filings
#001401(k)-$119.2M - 2,537 part#502Mixed-$2.6M - 2,624 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.6M premiums / 2,624 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Life$2.2M
  • Short-term disability$2.2M
  • Long-term disability$2.2M
  • Health$156K
  • Vision$143K
Total $2.6M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ACCOLADE, INC. 401(K) PLAN

401(k)

Assets$119.2M
Participants2,537
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

ACCOLADE, INC. WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.6M
Covered lives2,624
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ACCOLADE, INC. 401(K) PLAN401(k)$119.2M2,5372025
  • ACCOLADE, INC. 401(K) PLAN$119.2M
    #001 · 401(k) · 20252,537

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502ACCOLADE, INC. WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.6M2,6242025
  • ACCOLADE, INC. WELFARE BENEFITS PLAN$2.6M
    #502 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20252,624
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica