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Sponsor portfolio

MODEL N INC.

EIN 77-0528806-computer software-Latest filing 2025
Plans
2
Retirement
1
$128.3M assets
Welfare
1
$9.4M premiums
Participants
1,200
500 ALLERTON STREET, SUITE 105 - REDWOOD CITY, CA 94603650-610-4600modeln.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$128.3M - 768 part#501Fully Insured-$9.4M - 925 lives

Benefits portfolio analytics

1 plan / $9.4M premiums / 925 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.9M
  • Dental$8.0M
  • Prescription drug$970K
  • Life$359K
  • Short-term disability$235K
  • Long-term disability$235K
  • +2 more
Total $9.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • AETNA LIFE INSURANCE COMPANY84%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • +1 more
Total $9.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ACRISURE LLC99%
  • RHONA S UNSELL INC1%
  • LEE SCHEUER0%
Total $372K3 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

MODEL N, INC. 401(K) PLAN

401k

Assets$128.3M
Participants768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MODEL N INC. EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$9.4M
Covered lives925
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MODEL N, INC. 401(K) PLAN401k$128.3M7682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MODEL N INC. EMPLOYEE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO.$9.4M9252025
Retirement plans
Welfare plans
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