Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$506K
- Prescription drug$506K
- Dental$436K
- Vision$180K
- Short-term disability$180K
- Long-term disability$180K
- +2 more
Sponsor portfolio
WEALTHFRONT CORPORATION
EIN 20-8280144financial servicesLatest filing 2025
Plans
2
Retirement
1
$45.7M assets
Welfare
1
$1.2M premiums
Participants
912
261 HAMILTON AVE - PALO ALTO, CA 94301844-995-8437wealthfront.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 384 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- KAISER FOUNDATION HEALTH PLAN INC44%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY38%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
- METROPOLITAN LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
56%top
- GCG FINANCIAL LLC56%
- LUMITY, INC.43%
- PROFESSIONAL GROUP PLANS INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WEALTHFRONT CORPORATION 401(K) PLAN
401k
Assets$45.7M
Participants543
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WEALTHFRONT CORPORATION HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.2M
Covered lives384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WEALTHFRONT CORPORATION 401(K) PLAN | 401k | $45.7M | 543 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WEALTHFRONT CORPORATION HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.2M | 384 | 2025 |
Retirement plans
Welfare plans