Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$20.4M
- Prescription drug$20.4M
- Other$872K
- Life$542K
- Long-term disability$344K
- Short-term disability$199K
Sponsor portfolio
COUPA SOFTWARE, INC.
EIN 20-4429448Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$261.6M assets
Welfare
1
$21.8M premiums
Participants
3,361
950 TOWER LANE, 20TH FLOOR - FOSTER CITY, CA 94404650-931-3200
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $21.8M premiums / 2,763 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- KAISER FOUNDATION HEALTH PLAN INC9%
- STANDARD INSURANCE COMPANY5%
- RELIASTAR LIFE INSURANCE COMPANY1%
- ARAG INSURANCE COMPANY0%
- +2 more
Broker market share
Schedule A broker compensation
93%top
- AON CONSULTING INC93%
- CUSTOM BENEFIT PROGRAMS INC6%
- ALIGHT SOLUTIONS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COUPA SOFTWARE, INC. RETIREMENT TRUST
401k
Assets$261.6M
Participants2,071
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COUPA SOFTWARE EMPLOYEE BENEFITS PLAN
Mixed - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)
Premiums$21.8M
Covered lives2,763
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COUPA SOFTWARE, INC. RETIREMENT TRUST | 401k | $261.6M | 2,071 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COUPA SOFTWARE EMPLOYEE BENEFITS PLAN | Mixed | CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA) | $21.8M | 2,763 | 2024 |
Retirement plans
Welfare plans