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
Sponsor portfolio
AVALARA, INC.
EIN 91-1995935computer softwareLatest filing 2025
Plans
2
Retirement
1
$232.3M assets
Welfare
1
$2.2M premiums
Participants
5,126
512 S MANGUM ST #100 - DURHAM, NC 27701206-826-4900avalara.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 2,010 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA89%
- SYMETRA LIFE INSURANCE COMPANY9%
- ACE AMERICAN INSURANCE COMPANY1%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
Broker market share
Schedule A broker compensation
75%top
- WILLIS TOWERS WATSON US LLC75%
- HUB INTERNATIONAL MIDWEST LIMITED24%
- CONNEXION INSURANCE SOLUTIONS0%
- GALLAGHER BENEFIT SERVICES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AVALARA, INC. 401(K) PLAN
401k
Assets$232.3M
Participants3,052
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AVALARA HEALTH AND WELFARE WRAP BENEFIT PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$2.2M
Covered lives2,010
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVALARA, INC. 401(K) PLAN | 401k | $232.3M | 3,052 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AVALARA HEALTH AND WELFARE WRAP BENEFIT PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2.2M | 2,010 | 2025 |
Retirement plans
Welfare plans