PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SAILPOINT TECHNOLOGIES, INC.
Sponsor portfolio

SAILPOINT TECHNOLOGIES, INC.

EIN 90-0187685-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$261.2M assets
Welfare
1
$30.2M premiums
Participants
4,059
11305 FOUR POINTS DR # 100 - AUSTIN, TX 78726512-346-2000
Plans on this EIN
2 filings
#001401k-$261.2M - 2,231 part#501Fully Insured-$30.2M - 7,383 lives

Benefits portfolio analytics

1 plan / $30.2M premiums / 7,383 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$28.7M
  • Dental$28.7M
  • Vision$28.7M
  • Prescription drug$28.7M
  • Other$1.5M
  • Life$1.5M
  • +2 more
Total $30.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • RELIASTAR LIFE INSURANCE COMPANY5%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $30.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $702K1 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

SAILPOINT TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$261.2M
Participants2,231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAILPOINT TECHNOLOGIES, INC. BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$30.2M
Covered lives7,383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAILPOINT TECHNOLOGIES INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$261.2M2,2312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAILPOINT TECHNOLOGIES, INC. BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$30.2M7,3832025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica