Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$753K
- Prescription drug$753K
- Life$520K
- Other$520K
- Short-term disability$474K
- Long-term disability$474K
- +2 more
Sponsor portfolio
NERDWALLET, INC.
EIN 45-4180440consumer servicesLatest filing 2025
Plans
2
Retirement
1
$115.7M assets
Welfare
1
$1.2M premiums
Participants
1,686
55 HAWTHORNE STREET, 11TH FLOOR - SAN FRANCISCO, CA 94105727-331-3703nerdwallet.comLinkedIn501-1000 employeesconsumer services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 520 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- KAISER FOUNDATION HEALTH PLAN INC58%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA39%
- HAWAII MEDICAL SERVICE ASSOCIATION4%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$115.7M
Participants1,134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NERDWALLET, INC. WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$1.2M
Covered lives520
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NERDWALLET, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $115.7M | 1,134 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NERDWALLET, INC. WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $1.2M | 520 | 2025 |
Retirement plans
Welfare plans