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Sponsor portfolio

VANTA INC

EIN 81-4133785-computer software-Latest filing 2025
Plans
2
Retirement
1
$24.7M assets
Welfare
1
$13.8M premiums
Participants
1,577
655 MONTGOMERY STREET - SAN FRANCISCO, CA 94111415-237-3244vanta.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$24.7M - 620 part#501Fully Insured-$13.8M - 1,695 lives

Benefits portfolio analytics

1 plan / $13.8M premiums / 1,695 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.8M
  • Other$479K
  • Life$470K
  • Short-term disability$470K
  • Long-term disability$470K
  • Dental$454K
  • +1 more
Total $13.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • ANTHEM LIFE INSURANCE COMPANY89%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • STARMOUNT LIFE INSURANCE COMPANY3%
  • FOUR EVER LIFE INSURANCE COMPANY0%
  • +1 more
Total $13.8M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $899K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VANTA 401(K) PLAN

401k

Assets$24.7M
Participants620
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VANTA INC HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$13.8M
Covered lives1,695
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VANTA 401(K) PLAN401k$24.7M6202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VANTA INC HEALTH AND WELFARE BENEFITS PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$13.8M1,6952025
Retirement plans
Welfare plans
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