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Sponsor portfolio

ZWIFT, INC.

EIN 81-2798595-internet-Latest filing 2025
Plans
2
Retirement
1
$36.2M assets
Welfare
1
$3.7M premiums
Participants
620
111 W OCEAN BOULEVARD # 1800 - LONG BEACH, CA 90802562-366-9503zwift.comLinkedIn501-1000 employeesinternet
Plans on this EIN
2 filings
#011401k-$36.2M - 421 part#501Fully Insured-$3.7M - 367 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 367 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$3.1M
  • Prescription drug$340K
  • Other$187K
  • Life$163K
  • Short-term disability$143K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • AETNA LIFE INSURANCE COMPANY85%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $3.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • THE BALDWIN GROUP WEST LLC87%
  • BURNHAM BENEFITS INSURANCE SERVICES13%
  • LIFE PLANS INC DBA BURNHAM BENEFITS0%
Total $224K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#011

ZWIFT, INC. 401(K) PLAN

401k

Assets$36.2M
Participants421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZWIFT, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$3.7M
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
011ZWIFT, INC. 401(K) PLAN401k$36.2M4212025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZWIFT, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO.$3.7M3672025
Retirement plans
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