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Sponsor portfolio

THE TRADE DESK, INC.

EIN 27-1887399-internet-Latest filing 2025
Plans
2
Retirement
1
$298.5M assets
Welfare
1
$9.9M premiums
Participants
4,897
42 NORTH CHESTNUT STREET - VENTURA, CA 93001657-304-2138thetradedesk.comLinkedIn1001-5000 employeesinternet
Plans on this EIN
2 filings
#001401k-$298.5M - 2,713 part#501Fully Insured-$9.9M - 7,707 lives

Benefits portfolio analytics

1 plan / $9.9M premiums / 7,707 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Dental$3.2M
  • Vision$3.2M
  • Other$1.6M
  • Short-term disability$1.2M
  • +2 more
Total $9.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • UNITEDHEALTHCARE INSURANCE COMPANY34%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY25%
  • MODERN HEALTH6%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
  • +3 more
Total $9.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • AON CONSULTING INC95%
  • THE BALDWIN GROUP WEST LLC3%
  • MARK MCDONALD1%
  • WOODRUFF-SAWYER & CO1%
  • SEAGE LLC0%
  • +3 more
Total $777K8 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 - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$9.9M
Covered lives7,707
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 InsuredUNITEDHEALTHCARE INSURANCE COMPANY$9.9M7,7072025
Retirement plans
Welfare plans
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