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Sponsor portfolio

FIVE9, INC.

EIN 94-3394123-computer software-Latest filing 2025
Plans
2
Retirement
1
$209.2M assets
Welfare
1
$29.3M premiums
Participants
3,228
3001 BISHOP DRIVE, SUITE 350 - SAN RAMON, CA 94583925-201-2209five9.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$209.2M - 1,764 part#501Fully Insured-$29.3M - 6,344 lives

Benefits portfolio analytics

1 plan / $29.3M premiums / 6,344 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$27.3M
  • Prescription drug$27.3M
  • Dental$24.4M
  • Other$1.8M
  • Life$1.4M
  • Short-term disability$1.4M
  • +2 more
Total $29.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • SPRING HEALTH1%
  • VISION SERVICE PLAN1%
Total $29.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $1.3M1 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

FIVE9, INC.401(K) PLAN

401k

Assets$209.2M
Participants1,764
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIVE9, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$29.3M
Covered lives6,344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIVE9, INC.401(K) PLAN401k$209.2M1,7642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIVE9, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$29.3M6,3442025
Retirement plans
Welfare plans
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