PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. MEDALLIA, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 77-0558353

MEDALLIA, INC.

6220 STONERIDGE MALL ROAD · PLEASANTON, CA 94588
6503213000
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$21.2M
No prior year
Persons covered
1,759
No prior year
Total participants
937
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$21.2M
THE MEDALLIA, INC. WELFARE BENEFITS PLAN
Mixed1,759 covered·9 carriers
Primary: BLUE CROSS OF CALIFORNIA
Plan #520$0
MEDALLIA MEDICAL FLEXIBLE SPENDING PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$19.1M46.4%
Prescription drug$19.1M46.4%
Dental$1.2M3.0%
Other$662K1.6%
Life$469K1.1%
Long-term disability$469K1.1%
Vision$184K0.4%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$18.0M85.0%111,759
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DOth
$1.3M6.0%121,726
KAISER FOUNDATION HEALTH PLAN INC
EIN 840591617
HRx
$1.1M5.2%12112
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LLTDOth
$469K2.2%11874
VISION SERVICE PLAN
EIN 941632821
V
$184K0.9%11797
AFLAC
EIN 570514130
Oth
$137K0.6%11348
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$17K0.1%11874

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ABD INS. AND FINANCIAL SVCS., INC.SAN MATEO, CACONTINENTAL AMERICAN INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA, METROPOLITAN GENERAL INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC.$493K$74K$568K99.9%1
MATT SMITHPACIFICA, CACONTINENTAL AMERICAN INSURANCE COMPANY$252$0$2520.0%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$219$2190.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica