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  2. TOAST, INC.
Sponsor portfolioTH

TOAST, INC.

EIN 45-4168768-computer software-Latest filing 2024
Plans
2
Retirement
1
$323.2M assets
Welfare
1
$48.7M premiums
Participants
10,192
333 SUMMER ST - BOSTON, MA 02210617-807-0266toasttab.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$323.2M - 6,116 part#501Fully Insured-$48.7M - 7,270 lives

Benefits portfolio analytics

1 plan / $48.7M premiums / 7,270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$47.3M
  • Prescription drug$47.3M
  • Other$1.2M
  • Life$1.1M
  • Long-term disability$744K
  • Vision$460K
  • +1 more
Total $48.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • KAISER FOUNDATION HEALTH PLAN INC2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • LEGALPLANS, USA0%
  • +2 more
Total $48.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • MERCER HEALTH AND BENEFITS, LLC48%
  • EBS INSURANCE BROKERS27%
  • IMA, INC.22%
  • INDIGO INSURANCE SERVICES2%
Total $50K4 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

TOAST, INC. 401(K) PLAN

401k

Assets$323.2M
Participants6,116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOAST, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$48.7M
Covered lives7,270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOAST, INC. 401(K) PLAN401k$323.2M6,1162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOAST, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$48.7M7,2702024
Retirement plans
Welfare plans
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