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  2. GEOTAB USA, INC.
Sponsor portfolio

GEOTAB USA, INC.

EIN 33-1223787-Latest filing 2025
Plans
2
Retirement
1
$21.5M assets
Welfare
1
$5.9M premiums
Participants
866
621 NORTH AVENUE NORTHEAST, SUITE C-170 - ATLANTA, GA 30308702-217-1491
Plans on this EIN
2 filings
#001401k-$21.5M - 383 part#501Fully Insured-$5.9M - 643 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 643 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Dental$5.6M
  • Vision$5.6M
  • Prescription drug$5.6M
  • Other$291K
  • Life$196K
  • +2 more
Total $5.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $5.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $228K1 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

GEOTAB 401K PLAN

401k

Assets$21.5M
Participants383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GEOTAB USA INC. WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.9M
Covered lives643
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GEOTAB 401K PLAN401k$21.5M3832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GEOTAB USA INC. WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.9M6432025
Retirement plans
Welfare plans
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