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Sponsor portfolio

ANAPLAN, INC.

EIN 27-0897861-computer software-Latest filing 2025
Plans
2
Retirement
1
$124.7M assets
Welfare
1
$1.6M premiums
Participants
2,645
1450 BRICKELL AVENUE, SUITE 3040 - MIAMI, FL 33131415-742-8199anaplan.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$124.7M - 1,556 part#501Mixed-$1.6M - 1,992 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,992 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$900K
  • Life$664K
  • Other$664K
  • Long-term disability$509K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • DELTA DENTAL OF CALIFORNIA58%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA42%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • SEQUOIA BENEFITS & INS SVCS LLC50%
  • MERCER HEALTH AND BENEFITS, LLC50%
Total $13K2 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

ANAPLAN, INC. 401K PLAN

401k

Assets$124.7M
Participants1,556
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANAPLAN, INC. HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$1.6M
Covered lives1,992
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ANAPLAN, INC. 401K PLAN401k$124.7M1,5562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANAPLAN, INC. HEALTH AND WELFARE PLANMixedDELTA DENTAL INSURANCE COMPANY$1.6M1,9922025
Retirement plans
Welfare plans
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