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Sponsor portfolioWelfare / HealthEIN 27-1887399

THE TRADE DESK, INC.

42 NORTH CHESTNUT STREET · VENTURA, CA 93001
6573042138
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$9.9M
No prior year
Persons covered
7,707
No prior year
Total participants
2,184
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$9.9M
THE TRADE DESK, INC. WELFARE BENEFIT PLAN
Fully insured7,707 covered·8 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.4M19.8%
Prescription drug$3.4M19.8%
Dental$3.2M18.8%
Vision$3.2M18.8%
Other$1.6M9.6%
Short-term disability$1.2M7.3%
Life$643K3.7%
Long-term disability$395K2.3%

Carrier overview

8 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$3.4M34.3%117,707
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$3.2M32.5%112,423
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$2.5M25.3%162,258
MODERN HEALTH
EIN 864006611
Oth
$554K5.6%113,887
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$87K0.9%11453
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$67K0.7%112,383
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620506281
Oth
$42K0.4%146
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$21K0.2%113,120

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCCHICAGO, ILRELIANCE STANDARD LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, FEDERAL INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$734K$0$734K94.5%1
THE BALDWIN GROUP WEST LLCIRVINE, CAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA-$23K$50K$27K3.4%1
MARK MCDONALDSAN DIEGO, CAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$9K$0$9K1.2%1
WOODRUFF-SAWYER & COSAN FRANCISCO, CAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$5K$614$6K0.8%1
SEAGE LLCTAMPA, FLPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$204$0$2040.0%1
A SECURE YOU INCEAST AMHERST, NYPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$100$0$1000.0%1
STEVE BAKERCOCOA BEACH, FLPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$79$0$790.0%1
MAXWELL, FRED THOMASFRISCO, TXPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$50$1$510.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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