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Sponsor portfolioWelfare / HealthEIN 35-2426358

IBOTTA, INC.

1400 16TH STREET, SUITE 600 · DENVER, CO 80202
3035931633
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$464K
No prior year
Persons covered
798
No prior year
Total participants
819
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$464K
IBOTTA, INC. BENEFIT PLAN
Fully insured798 covered·3 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$464K28.8%
Life$369K22.9%
Short-term disability$348K21.6%
Long-term disability$348K21.6%
Health$21K1.3%
Dental$21K1.3%
Vision$21K1.3%
Prescription drug$21K1.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$348K74.9%11798
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$96K20.6%11788
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HRxDVLOth
$21K4.5%112

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDENVER, COCIGNA HEALTH AND LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$27K$12K$38K100.0%1

History & trajectory

10 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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