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Sponsor portfolio

QUALTRICS, LLC

EIN 45-4964116-computer software-Latest filing 2025
Plans
2
Retirement
1
$445.8M assets
Welfare
1
$1.8M premiums
Participants
7,396
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#501Mixed-$1.8M - 2,770 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 2,770 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.2M
  • Long-term disability$1.2M
  • Other$384K
  • Health$215K
  • Dental$215K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY66%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA20%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY2%
  • HARTFORD LIFE AND ACCIDENT0%
Total $1.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • GBS BENEFITS INC48%
  • GBS BENEFITS INSURANCE AGENCY47%
  • LEAVITT GROUP5%
  • IMG0%
Total $311K4 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 PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives2,770
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 PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.8M2,7702025
Retirement plans
Welfare plans
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