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  2. ALIGN TECHNOLOGY, INC.
Sponsor portfolio

ALIGN TECHNOLOGY, INC.

EIN 94-3267295-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
1
$412.1M assets
Welfare
2
$6.0M premiums
Participants
7,160
2820 ORCHARD PARKWAY - SAN JOSE, CA 95134408-470-1000align-tech.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$412.1M - 2,839 part#502Fully Insured-$6.0M - 2,242 lives#514Self Funded-0 lives

Benefits portfolio analytics

2 plans / $6.0M premiums / 2,242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.2M
  • Other$2.3M
  • Life$1.8M
  • Short-term disability$1.8M
  • Long-term disability$1.8M
  • +2 more
Total $6.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • KAISER FOUNDATION HEALTH PLAN INC53%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA31%
  • VISION SERVICE PLAN5%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • AETNA LIFE INSURANCE COMPANY2%
  • +3 more
Total $6.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • BURNHAM BENEFITS INSURANCE SERVICES94%
  • MERCER HEALTH AND BENEFITS, LLC3%
  • LONG TERM CARE SOLUTIONS, INC.1%
  • CHRISTINE M. MCCULLUGH1%
  • THE BALDWIN GROUP WEST LLC0%
  • +1 more
Total $590K6 slices

Plan deep-dives

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

ALIGN TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$412.1M
Participants2,839
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALIGN TECHNOLOGY, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$6.0M
Covered lives2,242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

ALIGN TECHNOLOGY, INC. SEVERANCE BENEFIT PLAN FOR REDUCTIONS IN FORCE AND POSITION ELIMINATIONS

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALIGN TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN401k$412.1M2,8392024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALIGN TECHNOLOGY, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$6.0M2,2422024
514ALIGN TECHNOLOGY, INC. SEVERANCE BENEFIT PLAN FOR REDUCTIONS IN FORCE AND POSITION ELIMINATIONSSelf Funded-$002024
Retirement plans
Welfare plans
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