Form 5500 · Employee benefit plan · PALO ALTO, CA
WEALTHFRONT CORPORATION
Public Form 5500 records show how WEALTHFRONT CORPORATION (PALO ALTO, CA) structures its employee benefits. Its broker of record is LUMITY, INC.. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8280144 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 308 | December | $33,022 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 60 | December | $19,236 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision, Disability | 329 | December | $12,148 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 309 | December | $3,153 |
Questions
Who is WEALTHFRONT CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, WEALTHFRONT CORPORATION's broker of record is LUMITY, INC..
What insurance carrier does WEALTHFRONT CORPORATION use?
WEALTHFRONT CORPORATION's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 4 disclosed carriers.
When does WEALTHFRONT CORPORATION's group plan renew?
The most recent Schedule A policy period for WEALTHFRONT CORPORATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WEALTHFRONT CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.