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Sponsor portfolioWelfare / HealthEIN 91-1995935

AVALARA, INC.

512 S MANGUM ST #100 · DURHAM, NC 27701
2068264900
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
2,010
No prior year
Total participants
2,074
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.2M
AVALARA HEALTH AND WELFARE WRAP BENEFIT PLAN
Fully insured2,010 covered·6 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.2M27.2%
Short-term disability$2.0M24.1%
Life$2.0M24.1%
Long-term disability$2.0M24.0%
Health$12K0.2%
Dental$12K0.2%
Vision$12K0.2%
Prescription drug$12K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$2.0M89.5%152,010
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
Oth
$191K8.5%111,123
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$32K1.4%112,010
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HRxDVLOth
$12K0.5%112

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCPASADENA, CAUNUM LIFE INSURANCE COMPANY OF AMERICA, FIRST UNUM LIFE INSURANCE COMPANY$93K$30K$123K75.2%1
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CASYMETRA LIFE INSURANCE COMPANY, ACE AMERICAN INSURANCE COMPANY$22K$17K$39K24.0%1
CONNEXION INSURANCE SOLUTIONSSEATTLE, WASYMETRA LIFE INSURANCE COMPANY$0$675$6750.4%1
GALLAGHER BENEFIT SERVICES, INC.BELLEVUE, WAPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$613$0$6130.4%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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