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  2. ROKU, INC.
Sponsor portfolio

ROKU, INC.

EIN 26-2087865-computer software-Latest filing 2024
Plans
2
Retirement
1
$363.0M assets
Welfare
1
$10.7M premiums
Participants
5,790
1701 JUNCTION COURT, SUITE 100 - SAN JOSE, CA 95112408-556-9391roku.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$363.0M - 3,227 part#501Fully Insured-$10.7M - 3,240 lives

Benefits portfolio analytics

1 plan / $10.7M premiums / 3,240 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.3M
  • Prescription drug$7.2M
  • Other$3.2M
  • Life$2.5M
  • Short-term disability$2.5M
  • Long-term disability$2.5M
  • +2 more
Total $10.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • KAISER FOUNDATION HEALTH PLAN INC67%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA24%
  • MODERN HEALTH4%
  • VISION SERVICE PLAN3%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • +2 more
Total $10.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
0%top
  • REUBEN WARNER ASSOCIATES, INC.0%
  • CHRISTA G AUFDEMBERG INC0%
  • CHARLES A WALTERS0%
  • KACY LAVENDER0%
  • CECILIA B QUINTEROS0%
  • +2 more
Total $-32K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROKU, INC. 401(K) PLAN

401k

Assets$363.0M
Participants3,227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ROKU, INC. WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$10.7M
Covered lives3,240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROKU, INC. 401(K) PLAN401k$363.0M3,2272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ROKU, INC. WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$10.7M3,2402024
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Welfare plans
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