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Sponsor portfolio

ZOHO CORPORATION

EIN 80-0722734-Latest filing 2025
Plans
2
Retirement
1
$18.4M assets
Welfare
1
$4.9M premiums
Participants
624
4141 HACIENDA DRIVE - PLEASANTON, CA 94588925-924-9500
Plans on this EIN
2 filings
#002401k-$18.4M - 308 part#501Fully Insured-$4.9M - 309 lives

Benefits portfolio analytics

1 plan / $4.9M premiums / 309 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Prescription drug$4.3M
  • Dental$533K
  • Life$533K
  • Short-term disability$533K
  • Long-term disability$533K
  • +2 more
Total $4.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • KAISER FOUNDATION HEALTH PLAN INC2%
  • VISION SERVICE PLAN2%
Total $4.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MINDSHARE BENEFITS & INSURANCE SERV100%
  • ENROLLEASE0%
Total $223K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ZOHO CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$18.4M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZOHO CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.9M
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ZOHO CORPORATION 401(K) PROFIT SHARING PLAN401k$18.4M3082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZOHO CORPORATION HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.9M3092025
Retirement plans
Welfare plans
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