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  2. Avalara, Inc.
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Avalara, Inc.

EIN 91-1995935-computer software-Latest filing 2025
Plans
2
Retirement
1
$298.4M assets
Health & Benefits
1
$2.2M premiums
Participants
4,923
512 S MANGUM ST, #100 - DURHAM, NC 27701206-826-4900avalara.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401(k)-$298.4M - 2,849 part#501Fully insured-$2.2M - 2,010 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.2M premiums / 2,010 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Short-term disability$2.0M
  • Life$2.0M
  • Long-term disability$2.0M
  • Health$12K
  • Dental$12K
  • +2 more
Total $2.2M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

AVALARA, INC. 401(K) PLAN

401(k)

Assets$298.4M
Participants2,849
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

AVALARA HEALTH AND WELFARE WRAP BENEFIT PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.2M
Covered lives2,010
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AVALARA, INC. 401(K) PLAN401(k)$298.4M2,8492025
  • AVALARA, INC. 401(K) PLAN$298.4M
    #001 · 401(k) · 20252,849

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501AVALARA HEALTH AND WELFARE WRAP BENEFIT PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$2.2M2,0102025
  • AVALARA HEALTH AND WELFARE WRAP BENEFIT PLAN$2.2M
    #501 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 20252,010
Retirement plans
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