# AVALARA HEALTH AND WELFARE WRAP BENEFIT PLAN

Health and welfare plan sponsored by **AVALARA, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | AVALARA, INC. |
| EIN | 911995935 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | DURHAM, NC |
| Industry | computer software |
| Funding | fully insured |
| Total premiums | $2.2M |
| Participants | 2,074 |
| Persons covered | 2,010 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |
| SYMETRA LIFE INSURANCE COMPANY | Other |
| CHUBB | Other |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Rx, Dental, Vision, Life, Other |

## Brokers

| Broker | Placed with |
|---|---|
| WILLIS TOWERS WATSON US LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| HUB INTERNATIONAL MIDWEST LIMITED | SYMETRA LIFE INSURANCE COMPANY |
| CONNEXION INSURANCE SOLUTIONS | SYMETRA LIFE INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | ACE AMERICAN INSURANCE COMPANY |
| WILLIS TOWERS WATSON US LLC | FIRST UNUM LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/911995935-501
- Cite as: PlanOptica, https://planoptica.com/welfare/911995935-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers