Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$614K
- Prescription drug$614K
- Dental$385K
- Other$211K
- Life$197K
- Short-term disability$197K
- +2 more
Sponsor portfolio
WORKATO INC.
EIN 46-4341757computer softwareLatest filing 2024
Plans
2
Retirement
1
$29.3M assets
Welfare
1
$1.3M premiums
Participants
864
1530 PAGE MILL ROAD, SUITE 100 - PALO ALTO, CA 94304844-469-6752workato.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 394 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- KAISER FOUNDATION HEALTH PLAN INC49%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA31%
- UNITED OF OMAHA LIFE INSURANCE COMPANY16%
- VISION SERVICE PLAN4%
- WORKPLACE OPTIONS1%
Broker market share
Schedule A broker compensation
98%top
- ALLIANT INSURANCE SERVICES, INC.98%
- BEERE & PURVES INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WORKATO, INC. 401(K) PLAN
401k
Assets$29.3M
Participants525
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WORKATO WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.3M
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WORKATO, INC. 401(K) PLAN | 401k | $29.3M | 525 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WORKATO WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.3M | 394 | 2024 |
Retirement plans
Welfare plans