Workiva Inc.
Overview
Workiva Inc. sponsors a self-funded health plan that covered 2,107 participants in plan year 2025, up 8% from the prior year. The plan year starts in January. 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
- 2,107 · prior year 1,959
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Workiva Inc. Group Benefit Plan, plan 501 (2,107 participants)
- Broker compensation
- $22K 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 |
|---|---|---|---|---|
| Sun Life Assurance Company of Canada | Life, Short-term disability, Long-term disability | 2,168 | $1.2M | $13K |
| Vision Service Plan | Vision | 944 | $221K | — |
| Eyemed Vision Care on Behalf of Fidelity Security Life Ins Co. | Vision | 2,029 | $153K | — |
| MetLife Legal Plans | Legal | 224 | $58K | $5K |
| Four Ever Life Ins Co. | Business Travel Accident | 2,095 | $24K | $4K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,107 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 2025
- Plan sponsor
- Workiva Inc.
- Sponsor EIN
- 47-2509828
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 47-2509828 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Workiva 401(k) Plan
- Type
- 401(k) plan
- Participants
- 2,708
About this data
Source: Workiva Inc.'s Form 5500 filing for plan year 2025 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 Workiva Inc..