Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
OKTA, INC.
OKTA, INC. of SAN FRANCISCO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 11 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-4175727 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 7,228 | December | $146,992 |
| NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | — | 3,793 | June | $6,916 |
| MAPFRE LIFE INSURANCE COMPANY OF PUERTO RICO | Health, Dental, Vision | 2 | December | $259 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 3,793 | December | $0 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 3,805 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 583 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 29 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC | Health | 18 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 77 | December | $0 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 3,805 | December | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision | 11 | June | $0 |
| KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES INC | Health | 21 | December | $0 |
Questions
Who is OKTA, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, OKTA, INC.'s broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does OKTA, INC. use?
OKTA, INC.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 12 disclosed carriers.
When does OKTA, INC.'s group plan renew?
The most recent Schedule A policy period for OKTA, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OKTA, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.