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Sponsor portfolio

PHREESIA, INC.

EIN 20-2275479-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$49.9M assets
Welfare
1
$10.5M premiums
Participants
1,836
1521 CONCORD PIKE, SUITE 301, PMB 221 - WILMINGTON, DE 19803888-654-7473phreesia.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$49.9M - 1,158 part#505Mixed-$10.5M - 664 lives

Benefits portfolio analytics

1 plan / $10.5M premiums / 664 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.9M
  • Vision$9.9M
  • Prescription drug$9.9M
  • Other$646K
  • Life$573K
  • Short-term disability$573K
  • +1 more
Total $10.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $10.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $299K1 slice

Plan deep-dives

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

PHREESIA, INC. 401(K) PLAN

401k

Assets$49.9M
Participants1,158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

PHREESIA, INC. EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$10.5M
Covered lives664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHREESIA, INC. 401(K) PLAN401k$49.9M1,1582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505PHREESIA, INC. EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$10.5M6642025
Retirement plans
Welfare plans
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