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Sponsor portfolio

IBOTTA, INC.

EIN 35-2426358-computer software-Latest filing 2025
Plans
2
Retirement
1
$64.9M assets
Welfare
1
$464K premiums
Participants
2,023
1400 16TH STREET, SUITE 600 - DENVER, CO 80202303-593-1633ibotta.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$64.9M - 1,204 part#501Fully Insured-$464K - 798 lives

Benefits portfolio analytics

1 plan / $464K premiums / 798 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$464K
  • Life$369K
  • Short-term disability$348K
  • Long-term disability$348K
  • Health$21K
  • Dental$21K
  • +2 more
Total $464K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA75%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY21%
  • HAWAII MEDICAL SERVICE ASSOCIATION5%
Total $464K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $38K1 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

IBOTTA, INC. 401(K) PLAN

401k

Assets$64.9M
Participants1,204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IBOTTA, INC. BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$464K
Covered lives798
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IBOTTA, INC. 401(K) PLAN401k$64.9M1,2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IBOTTA, INC. BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$464K7982025
Retirement plans
Welfare plans
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