Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$1.9M
- Vision$1.9M
- Prescription drug$1.9M
- Life$50K
- Long-term disability$50K
- +1 more
Filings through .
Chatbooks, Inc.
EIN 38-3866293internetLatest filing 2025
Plans
3
Retirement
1
$6.3M assets
Health & Benefits
2
$1.9M premiums
Participants
278
4100 NORTH CHAPEL RIDGE ROAD SUITE - LEHI, UT 84043801-707-1421chatbooks.comLinkedIn51-200 employeesinternet
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $1.9M premiums / 144 covered lives
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CHATBOOKS 401(K) PLAN
401(k)
Assets$6.3M
Participants172
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CHATBOOKS, INC. WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.9M
Covered lives144
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
CHATBOOKS, INC. EAP PLAN
Unknown
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHATBOOKS 401(K) PLAN | 401(k) | $6.3M | 172 | 2025 |
- #001 · 401(k) · 2025172
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CHATBOOKS, INC. WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.9M | 144 | 2025 |
| #502 | CHATBOOKS, INC. EAP PLAN | Unknown | - | $0 | 0 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025144
- #502 · Unknown · 20250
Retirement plans
Health & Benefits plans