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Sponsor portfolio

AUTOMATION ANYWHERE INC.

EIN 37-1474200-computer software-Latest filing 2025
Plans
2
Retirement
1
$64.2M assets
Welfare
1
$2.6M premiums
Participants
1,235
633 RIVER OAKS PARKWAY - SAN JOSE, CA 95134408-708-9273automationanywhere.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$64.2M - 811 part#501Fully Insured-$2.6M - 955 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 955 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$753K
  • Life$231K
  • Long-term disability$216K
  • Short-term disability$89K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • KAISER FOUNDATION HEALTH PLAN INC48%
  • AETNA LIFE INSURANCE COMPANY29%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA22%
  • VISION SERVICE PLAN2%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
Total $2.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
132%top
  • SEQUOIA BENEFITS & INS SVCS LLC132%
  • GCG FINANCIAL LLC-32%
Total $67K2 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

AUTOMATION ANYWHERE, INC. 401(K) PLAN

401k

Assets$64.2M
Participants811
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUTOMATION ANYWHERE INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$2.6M
Covered lives955
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AUTOMATION ANYWHERE, INC. 401(K) PLAN401k$64.2M8112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUTOMATION ANYWHERE INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$2.6M9552025
Retirement plans
Welfare plans
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