Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.3M
- Prescription drug$5.3M
- Dental$5.0M
- Other$1.3M
- Life$1.3M
- Long-term disability$540K
- +2 more
Sponsor portfolio
OKTA, INC.
EIN 26-4175727computer softwareLatest filing 2024
Plans
2
Retirement
1
$544.7M assets
Welfare
1
$12.4M premiums
Participants
9,499
100 FIRST STREET 6TH FLOOR - SAN FRANCISCO, CA 94105415-494-8612okta.comLinkedIn5001-10000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $12.4M premiums / 7,228 covered livesCarrier market share
Premium dollars by Schedule A carrier
42%top
- KAISER FOUNDATION HEALTH PLAN INC42%
- METROPOLITAN LIFE INSURANCE COMPANY40%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY17%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
- +1 more
Broker market share
Schedule A broker compensation
97%top
- MERCER HEALTH AND BENEFITS, LLC97%
- AON CONSULTING INC3%
- AEGIS INTERNATIONAL INSURANCE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OKTA 401(K) PLAN
401k
Assets$544.7M
Participants5,622
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OKTA, INC. WELFARE BENEFITS PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$12.4M
Covered lives7,228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OKTA 401(K) PLAN | 401k | $544.7M | 5,622 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OKTA, INC. WELFARE BENEFITS PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $12.4M | 7,228 | 2024 |
Retirement plans
Welfare plans