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Sponsor portfolio

ZUORA, INC.

EIN 20-5530976-computer software-Latest filing 2025
Plans
3
Retirement
1
$99.8M assets
Welfare
2
$11.8M premiums
Participants
2,252
101 REDWOOD SHORES PKWY - REDWOOD CITY, CA 94065888-976-9056zuora.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
3 filings
#001401k-$99.8M - 1,073 part#501Fully Insured-$11.8M - 1,474 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $11.8M premiums / 1,474 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.3M
  • Prescription drug$10.3M
  • Other$833K
  • Dental$653K
  • Life$568K
  • Long-term disability$561K
  • +2 more
Total $11.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • CALIFORNIA PHYSICIANS SERVICE73%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • MODERN HEALTH2%
  • +3 more
Total $11.8M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $85K1 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

ZUORA, INC. 401(K) PLAN

401k

Assets$99.8M
Participants1,073
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZUORA, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$11.8M
Covered lives1,474
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ZUORA, INC. GENERAL SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZUORA, INC. 401(K) PLAN401k$99.8M1,0732025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZUORA, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$11.8M1,4742025
502ZUORA, INC. GENERAL SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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