Form 5500 · Employee benefit plan · SUNNYVALE, CA
OOMA, INC.
Public Form 5500 records show how OOMA, INC. (SUNNYVALE, CA) structures its employee benefits. Its broker of record is PATRIOT GROWTH INSURANCE SERVICES. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 06-1713274 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 450 | March | $54,195 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 96 | March | $0 |
| VISION SERVICE PLAN | Vision | 361 | March | $0 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 6 | March | $0 |
Questions
Who is OOMA, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, OOMA, INC.'s broker of record is PATRIOT GROWTH INSURANCE SERVICES.
What insurance carrier does OOMA, INC. use?
OOMA, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does OOMA, INC.'s group plan renew?
The most recent Schedule A policy period for OOMA, INC. ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from OOMA, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.