PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Model N, Inc
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Model N, Inc

EIN 77-0528806-computer software-Latest filing 2025
Plans
2
Retirement
1
$139.2M assets
Health & Benefits
1
$9.4M premiums
Participants
1,127
500 ALLERTON STREET, SUITE 105 - REDWOOD CITY, CA 94063650-610-4600modeln.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401(k)-$139.2M - 695 part#501Fully insured-$9.4M - 925 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MODEL N, INC. 401(K) PLAN

401(k)

Assets$139.2M
Participants695
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MODEL N INC. EMPLOYEE BENEFIT PLAN

Fully insured - AETNA LIFE INSURANCE CO.

Premiums$9.4M
Covered lives925
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MODEL N, INC. 401(K) PLAN401(k)$139.2M6952025
  • MODEL N, INC. 401(K) PLAN$139.2M
    #001 · 401(k) · 2025695

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MODEL N INC. EMPLOYEE BENEFIT PLANFully insuredAETNA LIFE INSURANCE CO.$9.4M9252025
  • MODEL N INC. EMPLOYEE BENEFIT PLAN$9.4M
    #501 · Fully insured · AETNA LIFE INSURANCE CO. · 2025925
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica