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Sponsor portfolio

INTUIT INC.

EIN 77-0034661-computer software-Latest filing 2025
Plans
3
Retirement
1
$3.68B assets
Welfare
2
$47.7M premiums
Participants
48,359
2535 GARCIA AVE. - MOUNTAIN VIEW, CA 94049650-944-6000intuit.comLinkedIn10001+ employeescomputer software
Plans on this EIN
3 filings
#001401k-$3.68B - 35,542 part#501Mixed-$47.7M - 13,828 lives#505Self Funded-0 lives

Benefits portfolio analytics

2 plans / $47.7M premiums / 13,828 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$25.4M
  • Life$7.4M
  • Stop-loss$6.4M
  • Long-term disability$6.1M
  • Short-term disability$5.8M
  • Other$1.7M
  • +1 more
Total $47.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • KAISER FOUNDATION HEALTH PLAN INC53%
  • SECURIAN LIFE INSURANCE COMPANY16%
  • QBE INSURANCE13%
  • AFLAC12%
  • ARAG INSURANCE COMPANY2%
  • +3 more
Total $47.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • WILLIS TOWERS WATSON US LLC59%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC40%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $2.2M3 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

INTUIT INC. 401(K) PLAN

401k

Assets$3.68B
Participants35,542
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONSOLIDATED WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$47.7M
Covered lives13,828
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

INTUIT INC. SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTUIT INC. 401(K) PLAN401k$3.68B35,5422024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONSOLIDATED WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$47.7M13,8282025
505INTUIT INC. SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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