Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$158K
- Vision$37K
- Life$37K
- Other$37K
Filings through .
You Need a Budget LLC
EIN 47-2847611Retail TradeLatest filing 2025
Plans
2
Retirement
1
$24.3M assets
Health & Benefits
1
$195K premiums
Participants
316
770 EAST MAIN STREET #236 - LEHI, UT 84043801-850-2898
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $195K premiums / 126 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
YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$24.3M
Participants186
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
YOU NEED A BUDGET, LLC HEALTH & WELFARE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$195K
Covered lives126
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | YOU NEED A BUDGET LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $24.3M | 186 | 2025 |
- #001 · 401(k) · 2025186
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025126
Retirement plans
Health & Benefits plans