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Sponsor portfolioWelfare / HealthEIN 46-4341757
WORKATO INC.
1530 PAGE MILL ROAD, SUITE 100 · PALO ALTO, CA 94304
8444696752
- Plans filed
- 1
- Years active
- 2021–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$1.3M
No prior year
Persons covered
394
No prior year
Total participants
339
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $614K | 24.9% | |
| Prescription drug | $614K | 24.9% | |
| Dental | $385K | 15.7% | |
| Other | $211K | 8.6% | |
| Life | $197K | 8.0% | |
| Short-term disability | $197K | 8.0% | |
| Long-term disability | $197K | 8.0% | |
| Vision | $45K | 1.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $614K | 48.9% | 1 | 1 | 86 |
EIN 135123390 | D | $385K | 30.7% | 1 | 1 | 299 |
EIN 470322111 | LSTDLTDOth | $197K | 15.7% | 1 | 1 | 325 |
EIN 941632821 | V | $45K | 3.6% | 1 | 1 | 288 |
EIN 872388197 | Oth | $14K | 1.1% | 1 | 1 | 394 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | SAN DIEGO, CA | UNITED OF OMAHA LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. | $81K | $9K | $90K | 97.6% | 1 |
| BEERE & PURVES INC | WALNUT CREEK, CA | VISION SERVICE PLAN | $2K | $0 | $2K | 2.4% | 1 |
History & trajectory
4 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