Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.9M
- Short-term disability$1.9M
- Long-term disability$1.9M
- Other$1.9M
- Vision$448K
Sponsor portfolio
HEALTHEQUITY, INC.
EIN 52-2383166financial servicesLatest filing 2024
Plans
3
Retirement
1
$297.0M assets
Welfare
2
$2.4M premiums
Participants
10,482
15 W SCENIC POINTE DRIVE SUITE 100 - DRAPER, UT 84020801-727-1141healthequity.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.4M premiums / 5,425 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- ZURICH AMERICAN INSURANCE COMPANY81%
- VISION SERVICE PLAN19%
- DARIOHEALTH CORP0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEALTHEQUITY 401(K) PLAN
401k
Assets$297.0M
Participants4,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH EQUITY HEALTH AND WELFARE PLAN
Mixed - ZURICH AMERICAN LIFE INSURANCE COMPANY
Premiums$2.4M
Covered lives5,425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
HEALTHEQUITY ERISA SEVERANCE PLAN
Self Funded
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 | HEALTHEQUITY 401(K) PLAN | 401k | $297.0M | 4,087 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH EQUITY HEALTH AND WELFARE PLAN | Mixed | ZURICH AMERICAN LIFE INSURANCE COMPANY | $2.4M | 5,425 | 2024 | |
| 505 | HEALTHEQUITY ERISA SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans