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Sponsor portfolio

MARQETA, INC.

EIN 27-4306690-financial services-Latest filing 2024
Plans
2
Retirement
1
$103.7M assets
Welfare
1
$13.5M premiums
Participants
1,948
180 GRAND AVENUE, SUITE 600 - OAKLAND, CA 94612510-401-1862marqeta.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$103.7M - 1,163 part#501Fully Insured-$13.5M - 1,238 lives

Benefits portfolio analytics

1 plan / $13.5M premiums / 1,238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.7M
  • Prescription drug$12.7M
  • Other$862K
  • Vision$707K
  • Life$707K
  • Short-term disability$678K
  • +2 more
Total $13.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • AETNA LIFE INSURANCE COMPANY86%
  • KAISER FOUNDATION HEALTH PLAN INC8%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • MODERN HEALTH1%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
Total $13.5M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $516K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MARQETA 401(K) PLAN

401k

Assets$103.7M
Participants1,163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARQETA, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$13.5M
Covered lives1,238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARQETA 401(K) PLAN401k$103.7M1,1632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARQETA, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$13.5M1,2382024
Retirement plans
Welfare plans
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