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  2. ASANA INC.
Sponsor portfolio

ASANA INC.

EIN 26-3912448-Latest filing 2025
Plans
3
Retirement
1
$169.4M assets
Welfare
2
$4.1M premiums
Participants
4,597
633 FOLSOM STREET, SUITE 100 - SAN FRANCISCO, CA 941073600415-525-3888
Plans on this EIN
3 filings
#001401k-$169.4M - 2,122 part#501Mixed-$4.1M - 1,375 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $4.1M premiums / 1,375 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Short-term disability$461K
  • Long-term disability$292K
  • Life$275K
  • Other$169K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • KAISER FOUNDATION HEALTH PLAN INC71%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY29%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $4.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
34%top
  • DIGITAL INSURANCE LLC34%
  • MJ INSURANCE32%
  • MARSH & MCLENNAN AGENCY LLC28%
  • CENTRO BENEFITS RESEARCH LLC7%
Total $329K4 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

ASANA INC. 401(K) PLAN

401k

Assets$169.4M
Participants2,122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASANA INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$4.1M
Covered lives1,375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ASANA, INC. U.S. EMPLOYEE SEVERANCE AND CHANGE IN CONTROL BENEFIT PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASANA INC. 401(K) PLAN401k$169.4M2,1222024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASANA INC. HEALTH AND WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$4.1M1,3752025
502ASANA, INC. U.S. EMPLOYEE SEVERANCE AND CHANGE IN CONTROL BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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