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Sponsor portfolio

SURVEYMONKEY INC.

EIN 37-1581003-computer software-Latest filing 2024
Plans
3
Retirement
1
$126.3M assets
Welfare
2
$1.0M premiums
Participants
2,378
910 PARK PL STE 300 - SAN MATEO, CA 94403650-543-8400surveymonkey.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
3 filings
#001401k-$126.3M - 1,164 part#501Mixed-$1.0M - 702 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.0M premiums / 702 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$676K
  • Prescription drug$676K
  • Other$361K
  • Life$343K
  • Long-term disability$343K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • KAISER FOUNDATION HEALTH PLAN INC65%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • DIGITAL INSURANCE LLC74%
  • CENTRO BENEFITS RESEARCH LLC23%
  • BENEFITS AMERICA INSURANCE SERVICES2%
Total $73K3 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

SURVEYMONKEY 401(K) PLAN

401k

Assets$126.3M
Participants1,164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SURVEYMONKEY INC. HEALTH & WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.0M
Covered lives702
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SURVEYMONKEY, INC. CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SURVEYMONKEY 401(K) PLAN401k$126.3M1,1642024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SURVEYMONKEY INC. HEALTH & WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$1.0M7022024
502SURVEYMONKEY, INC. CAFETERIA PLANSelf Funded-$002024
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