Form 5500 · Employee benefit plan · BOSTON, MA
DATAROBOT, INC.
The filing calls this plan DATAROBOT, INC. HEALTH AND WELFARE PLAN.
Public Form 5500 records show how DATAROBOT, INC. of BOSTON, MA, a professional services employer, structures its employee benefits. Its broker of record is CUSTOM BENEFITS PROGRAMS INC AN AON. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-2709418 · plan 501 · plan year 2025, filed Jun 29, 2026
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1,456 other employer plans in Massachusetts have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
2 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: prepaid legal, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 7 insured contracts covering health, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 253 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 2 contracts here that do not say what they cover.
Reported premium across the insured contracts is $5,865,885, with $7,042 in disclosed broker commissions — about 0.1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
CUSTOM BENEFITS PROGRAMS INC AN AON is the broker of record on 1 of the 7 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | 124 | Jan 1, 2026 | $16,551 | $3,627 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 349 | Jan 1, 2026 | $160,646 | $2,034 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 53 | Jan 1, 2026 | $13,813 | $1,381 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 253 | Jan 1, 2026 | $5,429,673 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 19 | Jan 1, 2026 | $170,167 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 5 | Jan 1, 2026 | $40,052 | $0 |
| VISION SERVICE PLAN | Vision | 233 | Jan 1, 2026 | $34,983 | $0 |
Premium and claims on this contract
VISION SERVICE PLAN, contract 40151229. For the contract year on this filing, the carrier reported $34,983 in premium earned and $26,667 in claims incurred. Dividing one by the other gives 76%.
- VISION SERVICE PLAN, contract 40151229 reported $5,597 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
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