PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. DEGREED, INC.
Sponsor portfolio

DEGREED, INC.

EIN 45-4861472-computer software-Latest filing 2025
Plans
2
Retirement
1
$37.3M assets
Welfare
1
$3.5M premiums
Participants
790
10757 S. RIVER FRONT PKWY, SUITE 390 - SOUTH JORDAN, UT 84095760-813-2681degreed.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$37.3M - 414 part#501Fully Insured-$3.5M - 372 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 372 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Dental$3.1M
  • Vision$3.1M
  • Other$211K
  • Life$208K
  • +2 more
Total $3.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • FOUR EVER LIFE INSURANCE COMPANY0%
Total $3.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $157K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DEGREED, INC. 401(K) PLAN

401k

Assets$37.3M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DEGREED, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.5M
Covered lives372
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DEGREED, INC. 401(K) PLAN401k$37.3M4142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DEGREED, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.5M3722025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica