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Sponsor portfolio

WALKME, INC

EIN 46-1137722-computer software-Latest filing 2024
Plans
2
Retirement
1
$36.3M assets
Welfare
1
$555K premiums
Participants
1,045
350 MISSION ST., FLOOR 26 - SAN FRANCISCO, CA 94105626-644-5697walkme.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$36.3M - 614 part#501Mixed-$555K - 419 lives

Benefits portfolio analytics

1 plan / $555K premiums / 419 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$334K
  • Prescription drug$334K
  • Life$221K
  • Short-term disability$221K
  • Long-term disability$221K
  • Other$221K
Total $555K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • KAISER FOUNDATION HEALTH PLAN INC60%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA40%
Total $555K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • SEQUOIA BENEFITS & INS SVCS LLC63%
  • HUB INTERNATIONAL MIDWEST LIMITED37%
Total $6K2 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

WALKME, INC 401K PLAN

401k

Assets$36.3M
Participants614
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WALKME, INC. WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$555K
Covered lives419
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALKME, INC 401K PLAN401k$36.3M6142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WALKME, INC. WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$555K4192024
Retirement plans
Welfare plans
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