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Sponsor portfolio

QUALTRICS LLC

EIN 45-4964116-computer software-Latest filing 2024
Plans
2
Retirement
1
$445.8M assets
Welfare
1
$2.0M premiums
Participants
7,337
333 W. RIVER PARK DRIVE - PROVO, UT 84604801-374-6682qualtrics.comLinkedIn5001-10000 employeescomputer software
Plans on this EIN
2 filings
#002401k-$445.8M - 4,640 part#501Fully Insured-$2.0M - 2,837 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 2,837 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.3M
  • Other$1.3M
  • Short-term disability$1.3M
  • Long-term disability$589K
  • Health$179K
  • Dental$179K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA62%
  • HARTFORD LIFE AND ACCIDENT28%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
  • COMPSYCH1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • GBS BENEFITS INS AGENCY81%
  • GBS BENEFITS INC12%
  • LEAVITT GROUP6%
  • IMG0%
Total $382K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

QUALTRICS 401(K) PLAN

401k

Assets$445.8M
Participants4,640
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

QUALTRICS HEALTH & WELFARE PLANS

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$2.0M
Covered lives2,837
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002QUALTRICS 401(K) PLAN401k$445.8M4,6402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501QUALTRICS HEALTH & WELFARE PLANSFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$2.0M2,8372024
Retirement plans
Welfare plans
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