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Form 5500 · Employee benefit plan · DURHAM, NC

AVALARA, INC.

AVALARA, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WILLIS TOWERS WATSON INSURANCE. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 8 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1995935 · plan 501 · as of Jul 2026

Participants
2,596
Carriers on file
9
Disclosed commissions
$234,446
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability2,330December$212,046
SYMETRA LIFE INSURANCE COMPANY1,057December$18,530
ACE AMERICAN INSURANCE COMPANY2,280December$3,870
OPTUM HEALTH & TECHNOLOGY US LLC2,289December$0
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY11December$0
UNUM LIFE INSURANCE COMPANY OF AMERICA1December$0
UNUM LIFE INSURANCE COMPANY OF AMERICA38December$0
HAWAII MEDICAL SERVICE ASSOCIATIONHealth, Dental, Vision, Life1December$0
FIRST UNUM LIFE INSURANCE COMPANY80December$0

Questions

Who is AVALARA, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, AVALARA, INC.'s broker of record is WILLIS TOWERS WATSON INSURANCE.

What insurance carrier does AVALARA, INC. use?

AVALARA, INC.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 9 disclosed carriers.

When does AVALARA, INC.'s group plan renew?

The most recent Schedule A policy period for AVALARA, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from AVALARA, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.