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Sponsor portfolioWelfare / HealthEIN 52-2383166
HEALTHEQUITY INC
15 W SCENIC POINTE DRIVE SUITE 400 · DRAPER, UT 84020
8017271570
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 56
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
3,102
No prior year
Total participants
5,537
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $1.9M | 23.7% | |
| Short-term disability | $1.9M | 23.7% | |
| Long-term disability | $1.9M | 23.7% | |
| Other | $1.9M | 23.7% | |
| Vision | $435K | 5.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 570514130 | LSTDLTDOth | $1.9M | 81.4% | 1 | 1 | 3,102 |
EIN 061227840 | V | $435K | 18.6% | 1 | 1 | 2,083 |
EIN 363050975 | $0 | 0.0% | 1 | 1 | 3,102 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AON CONSULTING INC | CHICAGO, IL | VISION SERVICE PLAN, CONTINENTAL AMERICAN INSURANCE COMPANY | $138K | $24K | $161K | 94.9% | 1 |
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | VISION SERVICE PLAN, ZURICH AMERICAN LIFE INSURANCE COMPANY | $3 | $9K | $9K | 5.1% | 1 |
History & trajectory
11 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