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
Sponsor portfolio
CHATBOOKS, INC.
EIN 38-3866293internetLatest filing 2025
Plans
3
Retirement
1
$6.3M assets
Welfare
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 filingsBenefits portfolio analytics
2 plans / $1.9M premiums / 144 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- UNITEDHEALTHCARE INSURANCE COMPANY97%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
98%top
- GALLAGHER BENEFIT SERVICES, INC.98%
- PEOPLE CENTER INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHATBOOKS 401(K) PLAN
401k
Assets$6.3M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHATBOOKS, INC. WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.9M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CHATBOOKS, INC. EAP PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHATBOOKS 401(K) PLAN | 401k | $6.3M | 172 | 2025 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans