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Form 5500 · Employee benefit plan · AMES, IA

WORKIVA INC.

Public Form 5500 records show how WORKIVA INC. (AMES, IA) structures its employee benefits. Its broker of record is WILLIS TOWERS WATSON MIDWEST, INC. Coverage is written through METLIFE LEGAL PLANS and 4 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-2509828 · plan 501 · as of Jul 2026

Participants
2,107
Carriers on file
5
Disclosed commissions
$8,536
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METLIFE LEGAL PLANS224December$4,988
FOUR EVER LIFE INS CO.2,095December$3,548
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INS CO.Vision2,029December$0
VISION SERVICE PLANVision944December$0
SUN LIFE ASSURANCE COMPANY OF CANADALife, Disability2,168December$0

Questions

Who is WORKIVA INC.'s benefits broker?

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

What insurance carrier does WORKIVA INC. use?

WORKIVA INC.'s benefit plan is written through METLIFE LEGAL PLANS, among 5 disclosed carriers.

When does WORKIVA INC.'s group plan renew?

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

Where does this data come from?

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