Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.3M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Vision$374K
Sponsor portfolio
WORKIVA INC.
EIN 47-2509828computer softwareLatest filing 2025
Plans
2
Retirement
1
$188.7M assets
Welfare
1
$1.6M premiums
Participants
4,969
2900 UNIVERSITY BOULEVARD - AMES, IA 50010515-296-4326workiva.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 2,168 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- SUN LIFE ASSURANCE COMPANY OF CANADA72%
- VISION SERVICE PLAN13%
- EYEMED VISION CARE9%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- FOUR EVER LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WORKIVA 401(K) PLAN
401k
Assets$188.7M
Participants2,604
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WORKIVA INC GROUP BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.6M
Covered lives2,168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WORKIVA 401(K) PLAN | 401k | $188.7M | 2,604 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WORKIVA INC GROUP BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.6M | 2,168 | 2025 |
Retirement plans
Welfare plans