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Sponsor portfolio

OPEN TEXT, INC.

EIN 46-0525483-computer software-Latest filing 2025
Plans
2
Retirement
1
$1.99B assets
Welfare
1
$11.0M premiums
Participants
13,832
2440 SAND HILL ROAD, SUITE 302 - MENLO PARK, CA 94025773-632-1400openxeducation.comLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filings
#001401k-$1.99B - 9,699 part#502Mixed-$11.0M - 8,802 lives

Benefits portfolio analytics

1 plan / $11.0M premiums / 8,802 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.9M
  • Dental$4.7M
  • Vision$4.7M
  • Life$4.3M
  • Long-term disability$1.4M
Total $11.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
  • UNITEDHEALTHCARE INSURANCE COMPANY47%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $11.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MERCER HEALTH AND BENEFITS, LLC99%
  • AON CONSULTING INC1%
Total $436K2 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

OPEN TEXT, INC. 401(K) PLAN

401k

Assets$1.99B
Participants9,699
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

OPEN TEXT, INC. HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$11.0M
Covered lives8,802
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPEN TEXT, INC. 401(K) PLAN401k$1.99B9,6992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502OPEN TEXT, INC. HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$11.0M8,8022025
Retirement plans
Welfare plans
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