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Sponsor portfolioWelfare / HealthEIN 47-2847611
YOU NEED A BUDGET LLC
770 EAST MAIN STREET · LEHI, UT 84043
8016109169
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 45
- Latest filing
- 2025
Total premiums (latest)
$195K
No prior year
Persons covered
126
No prior year
Total participants
130
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $158K | 58.8% | |
| Vision | $37K | 13.7% | |
| Life | $37K | 13.7% | |
| Other | $37K | 13.7% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | D | $158K | 81.1% | 1 | 1 | 126 |
EIN 930242990 | VLOth | $37K | 18.9% | 1 | 1 | 124 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ABD INS. AND FINANCIAL SVCS., INC. | SAN MATEO, CA | STANDARD INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $20K | $304 | $20K | 100.0% | 1 |
History & trajectory
4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan