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$435K
Sponsor portfolio
HEALTHEQUITY INC
EIN 52-2383166financial servicesLatest filing 2025
Plans
3
Retirement
1
$297.0M assets
Welfare
2
$2.3M premiums
Participants
9,624
15 W SCENIC POINTE DRIVE SUITE 400 - DRAPER, UT 84020801-727-1570healthequity.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.3M premiums / 3,102 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- AFLAC81%
- VISION SERVICE PLAN19%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
95%top
- AON CONSULTING INC95%
- MERCER HEALTH AND BENEFITS, LLC5%
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 - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$2.3M
Covered lives3,102
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 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2.3M | 3,102 | 2025 | |
| 505 | HEALTHEQUITY ERISA SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans