Sponsor portfolio

HEALTH CATALYST

EIN 45-3337483information technology and servicesLatest filing 2025

Plans

Retirement

$158.7M assets

Welfare

$1.7M premiums

Participants

2,671

10897 SOUTH RIVER FRONT PARKWAY, SUITE 300 - SOUTH JORDAN, UT 84095855-906-4680healthcatalyst.comLinkedIn1001-5000 employeesinformation technology and services

Plans on this EIN

2 filings

#001401k-$158.7M - 1,686 part #501Mixed-$1.7M - 2,006 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 2,006 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$1.1M
Life$1.1M
Short-term disability$1.1M
Long-term disability$1.1M
Health$319K
Prescription drug$319K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

62%top

PRUDENTIAL INSURANCE COMPANY OF AMERICA62%
AMERITAS LIFE INSURANCE CORP.18%
HAWAII MEDICAL SERVICE ASSOCIATION15%
KAISER FOUNDATION HEALTH PLAN INC4%
U.S. LEGAL SERVICES, INC.2%

Broker market share

Schedule A broker compensation

Split broker

55%top

IMA, INC.55%
DIVERSIFIED INSURANCE GROUP44%
ANNE-MARIE LYNN1%
IMG0%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

HEALTH CATALYST, INC. 401(K) PLAN

401k

Assets$158.7M

Participants1,686

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501

HEALTH CATALYST HEALTH AND WELNESS PLAN

Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.7M

Covered lives2,006