Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$552K
- Health$379K
- Prescription drug$379K
- Life$228K
- Short-term disability$228K
- Long-term disability$228K
- +1 more
Sponsor portfolio
XERO, INC.
EIN 45-1040932Latest filing 2025
Plans
2
Retirement
1
$39.6M assets
Welfare
1
$998K premiums
Participants
924
1615 PLATTE STREET, SUITE 200 - DENVER, CO 80202303-233-3572
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $998K premiums / 5,741 covered livesCarrier market share
Premium dollars by Schedule A carrier
38%top
- KAISER FOUNDATION HEALTH PLAN INC38%
- MODERN HEALTH32%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY23%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
100%top
- IMA, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
XERO, INC. 401(K) PLAN
401k
Assets$39.6M
Participants555
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
XERO, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Mixed - MODERN HEALTH
Premiums$998K
Covered lives5,741
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | XERO, INC. 401(K) PLAN | 401k | $39.6M | 555 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | XERO, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Mixed | MODERN HEALTH | $998K | 5,741 | 2025 |
Retirement plans
Welfare plans