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Sponsor portfolio

OOMA, INC.

EIN 06-1713274-telecommunications-Latest filing 2025
Plans
2
Retirement
1
$46.0M assets
Welfare
1
$1.4M premiums
Participants
1,009
525 ALMANOR AVENUE, SUITE 200 - SUNNYVALE, CA 94085650-566-6655ooma.comLinkedIn201-500 employeestelecommunications
Plans on this EIN
2 filings
#001401k-$46.0M - 547 part#501Mixed-$1.4M - 450 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 450 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$986K
  • Prescription drug$986K
  • Life$392K
  • Short-term disability$392K
  • Long-term disability$392K
  • Other$392K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • KAISER FOUNDATION HEALTH PLAN INC69%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY28%
  • VISION SERVICE PLAN3%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • PATRIOT GROWTH INSURANCE SERVICES87%
  • GALLAGHER BENEFIT SERVICES, INC.13%
Total $62K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OOMA, INC. 401(K) PLAN

401k

Assets$46.0M
Participants547
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OOMA, INC. EMPLOYEES WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.4M
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OOMA, INC. 401(K) PLAN401k$46.0M5472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OOMA, INC. EMPLOYEES WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC$1.4M4502025
Retirement plans
Welfare plans
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