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Sponsor portfolio

KNOWBE4, INC.

EIN 36-4827930-computer & network security-Latest filing 2025
Plans
2
Retirement
1
$57.2M assets
Welfare
1
$1.5M premiums
Participants
2,728
33 N GARDEN AVENUE, SUITE 1200 - CLEARWATER, FL 33755727-286-3618knowbe4.comLinkedIn1001-5000 employeescomputer & network security
Plans on this EIN
2 filings
#001401k-$57.2M - 1,473 part#501Mixed-$1.5M - 1,808 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,808 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$782K
  • Other$630K
  • Life$394K
  • Short-term disability$394K
  • Long-term disability$394K
  • Vision$82K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • AETNA LIFE INSURANCE COMPANY64%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA26%
  • EYEMED VISION CARE6%
  • CHARLES NECHTEM ASSOCIATES, INC.2%
  • ARAG INSURANCE COMPANY2%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • LOCKTON COMPANIES, LLC83%
  • WALLACE WELCH & WILLINGHAM INC17%
Total $181K2 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

KNOWBE4, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$57.2M
Participants1,473
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KNOWBE4, INC. BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives1,808
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KNOWBE4, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$57.2M1,4732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KNOWBE4, INC. BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$1.5M1,8082025
Retirement plans
Welfare plans
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