Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.5M
- Prescription drug$5.5M
- Other$2.0M
- Life$2.0M
- Short-term disability$533K
- Long-term disability$107K
- +2 more
Sponsor portfolio
OKTA, INC.
EIN 26-4175727computer softwareLatest filing 2025
Plans
2
Retirement
1
$544.7M assets
Welfare
1
$8.2M premiums
Participants
9,249
100 FIRST STREET, 6TH FLOOR - SAN FRANCISCO, CA 94105888-722-7821okta.comLinkedIn5001-10000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.2M premiums / 3,558 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- KAISER FOUNDATION HEALTH PLAN INC66%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY32%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
- MAPFRE LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
82%top
- MERCER HEALTH AND BENEFITS, LLC82%
- AON CONSULTING INC17%
- AEGIS INTERNATIONAL INSURANCE1%
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 - KAISER FOUNDATION HEALTH PLAN INC
Premiums$8.2M
Covered lives3,558
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 | KAISER FOUNDATION HEALTH PLAN INC | $8.2M | 3,558 | 2025 |
Retirement plans
Welfare plans