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Sponsor portfolioWelfare / HealthEIN 47-2509828

WORKIVA INC.

2900 UNIVERSITY BOULEVARD · AMES, IA 50010
5152964326
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
2,168
No prior year
Total participants
2,365
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.6M
WORKIVA INC GROUP BENEFIT PLAN
Mixed2,168 covered·5 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.3M24.4%
Life$1.2M22.8%
Short-term disability$1.2M22.8%
Long-term disability$1.2M22.8%
Vision$374K7.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$1.2M72.3%112,168
VISION SERVICE PLAN
EIN 061227840
V
$221K13.5%11944
EYEMED VISION CARE
EIN 430949844
V
$153K9.3%112,029
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
Oth
$58K3.5%11224
FOUR EVER LIFE INSURANCE COMPANY
EIN 362149353
Oth
$24K1.4%112,095

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCSAN FRANCISCO, CASUN LIFE ASSURANCE COMPANY OF CANADA, FOUR EVER LIFE INS CO., METLIFE LEGAL PLANS$9K$13K$22K99.8%1
WILLS OF OHIO INCCOLUMBUS, OHMETLIFE LEGAL PLANS$0$48$480.2%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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