Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
WAX THAT BOD LLC
EIN 80-0429876financial servicesLatest filing 2025
Plans
3
Retirement
2
$1.58B assets
Welfare
1
$25.0M premiums
Participants
19,733
1955 BROADWAY, SUITE 600 - COLORADO SPRINGS, CO 80905415-375-3176block.xyzLinkedIn10001+ employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.58B assets / 11,753 participantsParticipants by plan
Active + retired + deferred vested
- BLOCK 401(K) (#001)11,744
Benefits portfolio analytics
1 plan / $25.0M premiums / 8,746 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$13.2M
- Prescription drug$13.2M
- Short-term disability$6.7M
- Other$3.4M
- Life$2.8M
- Long-term disability$1.7M
Carrier market share
Premium dollars by Schedule A carrier
50%top
- KAISER FOUNDATION HEALTH PLAN INC50%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY45%
- AETNA LIFE INSURANCE COMPANY3%
- ARAG INSURANCE COMPANY1%
- COMBINED INSURANCE COMPANY OF AMERICA1%
- +2 more
Broker market share
Schedule A broker compensation
91%top
- MERCER HEALTH AND BENEFITS, LLC91%
- LTCI PARTNERS LLC5%
- RUTH LARKIN2%
- 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$1.58B
Participants11,744
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WAX THAT BOD 401(K) PLAN
401k
Assets$118K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BLOCK, INC. HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$25.0M
Covered lives8,746
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLOCK 401(K) PLAN | 401k | $1.58B | 11,744 | 2025 | |
| 002 | WAX THAT BOD 401(K) PLAN | 401k | $118K | 9 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BLOCK, INC. HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $25.0M | 8,746 | 2025 |
Retirement plans
Welfare plans