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  2. CREDIT KARMA, LLC
Sponsor portfolio

CREDIT KARMA, LLC

EIN 26-0451139-consumer services-Latest filing 2024
Plans
2
Retirement
1
$359.3M assets
Welfare
1
$4.9M premiums
Participants
3,769
1100 BROADWAY, SUITE 1800 - OAKLAND, CA 94607415-503-9768creditkarma.comLinkedIn1001-5000 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$359.3M - 2,126 part#501Mixed-$4.9M - 1,630 lives

Benefits portfolio analytics

1 plan / $4.9M premiums / 1,630 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.7M
  • Other$1.2M
  • Life$1.0M
  • Short-term disability$1.0M
  • Long-term disability$1.0M
Total $4.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • KAISER FOUNDATION HEALTH PLAN INC76%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY21%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $4.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $304K1 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

CREDIT KARMA, LLC RETIREMENT TRUST

401k

Assets$359.3M
Participants2,126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CREDIT KARMA, LLC WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$4.9M
Covered lives1,630
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CREDIT KARMA, LLC RETIREMENT TRUST401k$359.3M2,1262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CREDIT KARMA, LLC WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$4.9M1,6302024
Retirement plans
Welfare plans
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