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  2. THE TRADE DESK, INC.
Sponsor portfolio

THE TRADE DESK, INC.

EIN 27-1887399-internet-Latest filing 2024
Plans
2
Retirement
1
$298.5M assets
Welfare
1
$9.1M premiums
Participants
4,999
42 N. CHESTNUT STREET - VENTURA, CA 93001805-212-5517thetradedesk.comLinkedIn1001-5000 employeesinternet
Plans on this EIN
2 filings
#001401k-$298.5M - 2,713 part#501Fully Insured-$9.1M - 4,826 lives

Benefits portfolio analytics

1 plan / $9.1M premiums / 4,826 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.3M
  • Vision$3.3M
  • Health$2.7M
  • Prescription drug$2.7M
  • Other$1.8M
  • Short-term disability$1.1M
  • +2 more
Total $9.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA37%
  • UNITEDHEALTHCARE INSURANCE COMPANY30%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
  • MODERN HEALTH7%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
  • +3 more
Total $9.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • BURNHAM BENEFITS INSURANCE SERVICES51%
  • THE BALDWIN GROUP WEST LLC46%
  • MARK MCDONALD1%
  • WOODRUFF-SAWYER & CO1%
  • REUBEN WARNER ASSOCIATES, INC.1%
  • +3 more
Total $740K8 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

THE TRADE DESK 401(K) PLAN

401k

Assets$298.5M
Participants2,713
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE TRADE DESK, INC. WELFARE BENEFIT PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$9.1M
Covered lives4,826
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE TRADE DESK 401(K) PLAN401k$298.5M2,7132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE TRADE DESK, INC. WELFARE BENEFIT PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$9.1M4,8262024
Retirement plans
Welfare plans
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