Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$878K
- Short-term disability$607K
- Long-term disability$607K
- Other$607K
- Vision$165K
Sponsor portfolioTH
DOTERRA INTERNATIONAL, LLC
EIN 26-1898940health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
1
$83.2M assets
Welfare
1
$1.0M premiums
Participants
3,044
389 SOUTH 1300 WEST - PLEASANT GROVE, UT 84062801-615-7200doterra.comLinkedIn1001-5000 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 2,528 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY84%
- EYEMED VISION CARE16%
Broker market share
Schedule A broker compensation
99%top
- BROWN & BROWN INSURANCE SERVICES99%
- THREEFLOW1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DOTERRA 401(K) PLAN
401k
Assets$83.2M
Participants1,965
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
DOTERRA INTERNATIONAL, LLC'S HEALTH & WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives2,528
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DOTERRA 401(K) PLAN | 401k | $83.2M | 1,965 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | DOTERRA INTERNATIONAL, LLC'S HEALTH & WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.0M | 2,528 | 2025 |
Retirement plans
Welfare plans