Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$886K
- Dental$55K
- Vision$55K
- Life$41K
- Short-term disability$41K
- Long-term disability$41K
- +1 more
Filings through .
Sponsor portfolio
Clozd, Inc.
EIN 86-1598285internetLatest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$982K premiums
Participants
212
1881 W TRAVERSE MOUNTAIN WAY, SUITE #550 - LEHI, UT 84043801-664-8322clozd.comLinkedIn51-200 employeesinternet
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $982K premiums / 87 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLOZD, INC. 401(K) PLAN
401(k)
Assets$5.2M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLOZD, INC. WELFARE BENEFIT PLAN
Fully insured - REGENCE BLUECROSS BLUESHIELD OF UTAH
Premiums$982K
Covered lives87
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLOZD, INC. 401(K) PLAN | 401(k) | $5.2M | 125 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLOZD, INC. WELFARE BENEFIT PLAN | Fully insured | REGENCE BLUECROSS BLUESHIELD OF UTAH | $982K | 87 | 2024 |
Retirement plans
Welfare plans