Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
BLOCK, INC.
EIN 80-0429876financial servicesLatest filing 2024
Plans
3
Retirement
2
$1.24B assets
Welfare
1
$11.4M premiums
Participants
20,310
1955 BROADWAY, SUITE 600 - OAKLAND, CA 94612415-375-3176block.xyzLinkedIn10001+ employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.24B assets / 11,917 participantsParticipants by plan
Active + retired + deferred vested
- BLOCK 401(K) (#001)11,910
Benefits portfolio analytics
1 plan / $11.4M premiums / 9,675 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.5M
- Prescription drug$4.6M
- Short-term disability$3.4M
- Other$1.8M
- Life$1.4M
- Long-term disability$803K
Carrier market share
Premium dollars by Schedule A carrier
49%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY49%
- KAISER FOUNDATION HEALTH PLAN INC40%
- AETNA LIFE INSURANCE COMPANY7%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
- COMPSYCH2%
Broker market share
Schedule A broker compensation
88%top
- MERCER HEALTH AND BENEFITS, LLC88%
- LTCI PARTNERS LLC7%
- RUTH LARKIN3%
- J MANNING AND ASSOCIATES2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BLOCK 401(K) PLAN
401k
Assets$1.24B
Participants11,910
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WAX THAT BOD 401(K) PLAN
401k
Assets$48K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
BLOCK, INC. HEALTH AND WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$11.4M
Covered lives9,675
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLOCK 401(K) PLAN | 401k | $1.24B | 11,910 | 2024 | |
| 002 | WAX THAT BOD 401(K) PLAN | 401k | $48K | 7 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BLOCK, INC. HEALTH AND WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11.4M | 9,675 | 2024 |
Retirement plans
Welfare plans