PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SHOPIFY (USA), INC.
Sponsor portfolio

SHOPIFY (USA), INC.

EIN 47-1039071-Latest filing 2025
Plans
2
Retirement
1
$175.7M assets
Welfare
1
$3.0M premiums
Participants
5,058
148 LAFAYETTE STREET - NEW YORK, NY 10013416-238-6705
Plans on this EIN
2 filings
#001401k-$175.7M - 3,012 part#501Mixed-$3.0M - 2,173 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 2,173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Life$952K
  • Other$952K
  • Short-term disability$569K
  • Long-term disability$296K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY61%
  • KAISER FOUNDATION HEALTH PLAN INC39%
Total $3.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
  • ABD INS. AND FINANCIAL SVCS., INC.0%
Total $147K2 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

SHOPIFY (USA), INC. 401(K) PLAN

401k

Assets$175.7M
Participants3,012
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHOPIFY (USA), INC. HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.0M
Covered lives2,173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHOPIFY (USA), INC. 401(K) PLAN401k$175.7M3,0122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHOPIFY (USA), INC. HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$3.0M2,1732025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica