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  2. BOX, INC.
Sponsor portfolio

BOX, INC.

EIN 20-2714444-internet-Latest filing 2024
Plans
2
Retirement
1
$282.9M assets
Welfare
1
$4.7M premiums
Participants
4,850
900 JEFFERSON AVENUE - REDWOOD CITY, CA 94063650-543-6964box.comLinkedIn1001-5000 employeesinternet
Plans on this EIN
2 filings
#001401k-$282.9M - 3,027 part#501Mixed-$4.7M - 1,823 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 1,823 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Other$1.9M
  • Life$1.9M
  • Short-term disability$1.9M
  • Long-term disability$1.9M
  • +1 more
Total $4.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • KAISER FOUNDATION HEALTH PLAN INC57%
  • HARTFORD LIFE AND ACCIDENT41%
  • DELTA DENTAL OF CALIFORNIA2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $4.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $484K1 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

BOX, INC. 401(K) PLAN

401k

Assets$282.9M
Participants3,027
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOX, INC. HEALTH & WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$4.7M
Covered lives1,823
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOX, INC. 401(K) PLAN401k$282.9M3,0272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOX, INC. HEALTH & WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$4.7M1,8232024
Retirement plans
Welfare plans
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