Intuit Inc.
Overview
Intuit Inc. sponsors a self-funded health plan that covered 19,989 participants in plan year 2024. The plan year starts in August. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 19,989
- Plan year
- Begins August 1 · next renewal August 2027
- Health plans filed
- Consolidated Welfare Plan, plan 501 (19,989 participants)
- Stop-loss carrier
- QBE Insurance
- Broker compensation
- $2.2M across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Kaiser Foundation Health Plan, Inc. | Medical, HMO | 2,036 | $24.4M | — |
| Minnesota Life Insurance Company | Life | 13,076 | $7.4M | $1.0M |
| QBE Insurance | Stop-loss | 11,005 | $6.4M | $484K |
| Continental American Insurance Company | Short-term disability, Long-term disability | 13,828 | $5.8M | $553K |
| Arag Insurance Company | Legal | 7,194 | $1.1M | $146K |
| Kaiser Foundation Health Plan of Georgia, Inc. | Medical, HMO | 128 | $792K | — |
| Aetna Life Insurance Co. | Dental | 3,265 | $713K | — |
| John Hancock | Long Term Care | 210 | $397K | $23K |
| Lincoln National Life Insurance Company | Long-term disability | 10,942 | $337K | — |
| Optum Health and Technology - US | EAP | 1,712 | $107K | — |
| Zurich American Insurance Company | AD&D | 13,583 | $35K | $7K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 19,989 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- Intuit Inc.
- Sponsor EIN
- 77-0034661
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 77-0034661 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Intuit Inc. 401(k) Plan
- Type
- 401(k) plan
- Participants
- 35,542
About this data
Source: Intuit Inc.'s Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Intuit Inc..