Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$19.1M
- Prescription drug$19.1M
- Dental$1.2M
- Other$662K
- Life$469K
- Long-term disability$469K
- +1 more
Sponsor portfolio
MEDALLIA, INC.
EIN 77-0558353information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$212.7M assets
Welfare
1
$21.2M premiums
Participants
2,887
6220 STONERIDGE MALL ROAD, 2ND FLOOR - PLEASANTON, CA 94588650-321-3000akivaconsulting.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $21.2M premiums / 1,759 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- KAISER FOUNDATION HEALTH PLAN INC5%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
- VISION SERVICE PLAN1%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
- MATT SMITH0%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MEDALLIA, INC. 401(K) PLAN
401k
Assets$212.7M
Participants1,950
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE MEDALLIA, INC. WELFARE BENEFITS PLAN
Mixed - BLUE CROSS OF CALIFORNIA
Premiums$21.2M
Covered lives1,759
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MEDALLIA, INC. 401(K) PLAN | 401k | $212.7M | 1,950 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE MEDALLIA, INC. WELFARE BENEFITS PLAN | Mixed | BLUE CROSS OF CALIFORNIA | $21.2M | 1,759 | 2025 |
Retirement plans
Welfare plans