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Sponsor portfolio

HUBSPOT, INC.

EIN 20-2632791-computer software-Latest filing 2024
Plans
2
Retirement
1
$568.3M assets
Welfare
1
$3.6M premiums
Participants
11,433
25 1ST STE 200 - CAMBRIDGE, MA 02141888-482-7768hubspot.comLinkedIn5001-10000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$568.3M - 6,620 part#501Mixed-$3.6M - 8,079 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 8,079 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Life$2.6M
  • Short-term disability$2.6M
  • Long-term disability$2.6M
  • Vision$331K
  • Health$43K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA38%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA35%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN9%
  • TELUS2%
  • +2 more
Total $3.6M7 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • MARSH & MCLENNAN AGENCY LLC82%
  • MERCER HEALTH AND BENEFITS, LLC17%
  • GAVIN TOMA1%
Total $104K3 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

HUBSPOT, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$568.3M
Participants6,620
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HUBSPOT, INC. WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$3.6M
Covered lives8,079
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HUBSPOT, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$568.3M6,6202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HUBSPOT, INC. WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$3.6M8,0792024
Retirement plans
Welfare plans
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