Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$158K
- Vision$37K
- Life$37K
- Other$37K
Sponsor portfolio
YOU NEED A BUDGET LLC
EIN 47-2847611Latest filing 2025
Plans
2
Retirement
1
$18.6M assets
Welfare
1
$195K premiums
Participants
313
770 EAST MAIN STREET, SUITE 236 - LEHI, UT 84043801-610-9169
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $195K premiums / 126 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY81%
- STANDARD INSURANCE COMPANY19%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$18.6M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
YOU NEED A BUDGET, LLC HEALTH & WELFARE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$195K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $18.6M | 183 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | YOU NEED A BUDGET, LLC HEALTH & WELFARE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $195K | 126 | 2025 |
Retirement plans
Welfare plans