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Sponsor portfolio

YOUNG LIVING HOLDINGS LLC

EIN 86-2546118-Latest filing 2025
Plans
2
Retirement
1
$83.3M assets
Welfare
1
$464K premiums
Participants
2,448
1538 WEST SANDALWOOD DRIVE - LEHI, UT 84043801-418-8900
Plans on this EIN
2 filings
#001401k-$83.3M - 1,701 part#501Mixed-$464K - 747 lives

Benefits portfolio analytics

1 plan / $464K premiums / 747 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$464K
  • Life$355K
  • Long-term disability$355K
Total $464K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA76%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY21%
  • CURALINC HEALTHCARE2%
Total $464K3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • IMA, INC.80%
  • DIVERSIFIED INSURANCE11%
  • MERCER HEALTH AND BENEFITS, LLC8%
Total $47K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

YOUNG LIVING HOLDINGS, LLC

401k

Assets$83.3M
Participants1,701
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

YOUNG LIVING HOLDINGS, LLC BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$464K
Covered lives747
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001YOUNG LIVING HOLDINGS, LLC401k$83.3M1,7012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501YOUNG LIVING HOLDINGS, LLC BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$464K7472025
Retirement plans
Welfare plans
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