HEALTHEQUITY, INC.

15 W SCENIC POINTE DR STE 100
DRAPER, UT 84020

Business Stats

Policy History

Term Carrier Premium LCM
2023

0.850
2023

1.256
2023

-
2023

0.900
2023

1.070
2023

1.082
2023

1.040
2023

1.125
2023

-
2023

0.879
2023

-
2023

1.155
2023

1.079
2023

-
2023

1.240
2023

0.878
2023

1.052
2023

1.000
2023

0.850
2023

1.138
2023

1.000
2023

0.985
2023

1.000
2022

0.850
2022

1.198
2022

-
2022

0.900
2022

1.036
2022

1.080
2022

1.040
2022

1.125
2022

-
2022

0.880
2022

-
2022

1.155
2022

1.018
2022

-
2022

0.878
2022

0.981
2022

1.000
2022

0.850
2022

1.138
2022

1.000
2022

0.965
2022

1.000
2021

2.550
2021

1.250
2021

1.240
2021

-
2021

-
2021

-
2021

-
2021

1.750
2021

1.400
2021

1.346
2021

1.336
2021

-
2021

1.100
2021

1.255
2021

1.850
2021

1.300
2021

1.050
2021
06-01-2021

1.645
2021
06-01-2021

-
2021
06-01-2021

-
2021
06-01-2021

1.328
2021
06-01-2021

1.820
2021
06-01-2021

-
2021
06-01-2021

1.180
2021
06-01-2021

1.237
2020

2.284
2020

1.698
2020

1.017
2020

1.240
2020

1.240
2020

-
2020

-
2020

1.642
2020

1.300
2020

0.840
2020

-
2020

-
2020

1.183
2020

1.009
2020

-
2020

0.996
2020

1.433
2020

-
2020

-
2020

1.750
2020

1.400
2020

1.346
2020

-
2020

-
2020

1.100
2020

1.255
2020

-
2020

1.150
2020

1.050
2020

1.050
2020

-
2020
08-30-2019

0.926
2020
03-24-2020

-
2020
03-24-2020

-
2020
03-24-2020

1.095
2020
03-24-2020

1.435
2020
03-24-2020

0.924
2020
03-24-2020

-
2020
03-24-2020

1.190
2020
06-01-2020

-
2020
06-01-2020

1.645
2020
06-01-2020

-
2020
06-01-2020

1.328
2020
06-01-2020

1.780
2020
06-01-2020

-
2020
06-01-2020

1.180
2019

2.329
2019

-
2019

-
2019

1.095
2019

1.042
2019

1.491
2019

-
2019

0.897
2019

-
2019

1.642
2019

-
2019

0.840
2019

0.832
2019

-
2019

1.052
2019

1.009
2019

1.190
2019

0.996
2019

1.433
2019

1.500
2019

1.000
2019

-
2019

-
2019

-
2019

1.323
2019

-
2019

1.180
2019

1.224
2019

-
2019

-
2019

1.032
2019

-
2019

1.374
2019

1.050
2019
06-01-2018

-
2019
06-01-2018

1.380
2019
06-01-2018

1.202
2019
06-01-2019

-
2019
06-01-2019

-
2019
06-01-2019

1.180
2018

-
2018

2.329
2018

-
2018

1.000
2018

1.491
2018

-
2018

-
2018

-
2018

-
2018

0.832
2018

-
2018

-
2018

1.190
2018

1.433
2018

1.269
2018

-
2018

-
2018

-
2018

1.032
2018

1.374
2017

-
2017

2.329
2017

-
2017

2.158
2017

1.000
2017

-
2017

-
2017

0.897
2017

-
2017

0.832
2017

-
2017

1.190
2017

0.868
2017

1.711
2017

1.433
2017

1.495
2017

-
2017

-
2017

1.642
2017

-
2017

-
2017

-
2017

1.351
2017

1.906
2017

1.289
2016

-
2016

-
2016

-
2016

1.000
2016

-
2016

1.000
2016

-
2016

0.897
2016

-
2016

0.832
2016

-
2016

1.118
2016

1.711
2016

1.433
2016

0.897
2016

0.832
2016

-
2016

1.020
2016

1.881
2016

1.711
2016

1.433
2016

-
2016

-
2016

1.351
2016

1.906
2016
01-01-2016

-
2016
01-01-2016

-
2016
01-01-2016

-
2016
01-01-2016

1.020
2015

-
2015

-
2015

-
2015

-
2015

-
2015

-
2015

-
2015

0.832
2015

-
2015

1.020
2015

-
2015

-
2015

1.433
2015

-
2015

-
2015

1.906
2014

-
2014

-
2014

1.000
2014

-
2014

-
2014

-
2014

-
2014

0.832
2014

-
2014

-
2014

-
2014
01-01-2014

-
2013

-
2013

-
2013

-
2013

-
2013

-
2013
09-16-2013

-
2012

-
2012

-
2012

-
2012

-
2012

-
2012
01-01-2012

-
2012
09-16-2012

-
2011

-
2011
01-01-2011

-
2011
09-16-2011

-
2010

-
2010
01-01-2010

-
2010
09-16-2010

-
2009

-
2009
01-01-2009

-
2009
09-16-2009

-

Contacts

b2
(393) 498-9647
0556b

ORV LYSAN
Benefits Admin
(277) 523-3222
e41

ZTFALGV LYKZBN
Benefits Admin
(370) 998-6971
5518

IUGT FXQGYZ
Benefits Admin
(652) 940-6499
7 76

LTHQT XAFHOZ
Benefits Admin
(825) 951-1926
8515

Fzuk Mbtxe
Branch Manager
(466) 636-8416
451e

PRCHEL HUBKX
Benefits Admin
(659) 139-3638
707b

HOHHC LMTTB
Benefits Admin
(257) 456-6015
138

UJKVL XLKQJLT
Benefits Admin
(833) 003-1290
316

SU. PUQF FHCWDHE
Benefits Admin
(979) 562-4173
5bf a

SUQVQGP QQLAYB
Benefits Admin
(679) 950-9582
068e

28e
(403) 432-9811
5c5

CPBREMH IDHJPK
Benefits Admin
(956) 400-4152
460d

FKMYW BXMN
Benefits Admin
(136) 656-2279
6fc17

PHSVZ IWOC
Benefits Admin
(285) 149-0544
68c6f

EJSOR IZTLIXH
Benefits Admin
(103) 721-8020
041

HEWEWLF UROTHE
Benefits Admin
(532) 484-9564
c4b87

DHXHZF QHEWHGU-KYTUYI
Benefits Admin
(405) 752-7411
15e7d

(946) 948-0333
55bc

NCLDE DTEQOX
Benefits Admin
(144) 077-5714
75c

2
(427) 710-5391
430

Knxiuj Mru
Director
(843) 871-8107
ecxuwm.asm@utudhxvqp.son

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 167,253,582 $ 89,969,925 $ 85,422,864 $ 16,088,991 $ 85,288,304 $ 2,253,039 $ 7,305,979 $ 5,487,094 $ 2,607,753 $ 6,797,930 $ 529,832 $ 587,931
Liabilities: $ 651 $ 617 $ 4 $ 0 $ 58 $ 16,781 $ 89,660 $ 5,325 $ 7 $ 75
EE Contrib: $ 19,413,073 $ 98,210,649 $ 7,419,729 $ 9,992,241 $ 2,100,213 $ 7,869,402 $ 1,820,908 $ 4,407,651 $ 55,084 $ 583,519 $ 850,113 $ 353,854
Emp Contrib: $ 7,494,044 $ 723,855 $ 6,569,888 $ 7,969,562 $ 2,028,015 $ 483,894 $ 701,489 $ 299,994 $ 292,401 $ 80,343 $ 90,228 $ 14,317
Income/Loss: $ 7,760,669 $ 50,135,757 $ 2,203,115($ 8,182,433) $ 9,387,068 $ 809,466($ 542,967) $ 65,581 $ 225,281 $ 134,094($ 56,577) $ 894,335
Total Income: $ 52,867,185 $ 15,308,044 $ 35,171,389 $ 1,149,037 $ 8,400,337 $ 3,721,106 $ 2,598,392 $ 7,935,866 $ 1,217,389 $ 375,831 $ 721,424 $ 609,170
Paid Benefits: $ 15,349,867 $ 3,494,122 $ 7,282,792 $ 7,889,040 $ 644,205 $ 823,905 $ 147,391 $ 878,367 $ 901,686 $ 13,936 $ 763,871 $ 3,079
Expenses: $ 0 $ 2 $ 7 $ 7 $ 70 $ 2 $ 1 $ 19 $ 2
  Commission: $ 273,836 $ 36,455 $ 57,733 $ 67,354 $ 76,984 $ 21,846 $ 85,134 $ 1,556 $ 452 $ 3,740 $ 818 $ 300
Net Income: $ 37,076,967 $ 69,881,040 $ 74,399,221 $ 7,645,676 $ 8,751,686 $ 4,946,921 $ 740,844 $ 3,497,850 $ 2,468,142 $ 446,320 $ 520,874 $ 753,446
Net Assets: $ 204,341,530 $ 115,967,620 $ 22,650,591 $ 87,451,661 $ 14,731,717 $ 79,649,233 $ 2,516,226 $ 2,670,488 $ 7,476,508 $ 5,128,135 $ 8,062,821 $ 924,085

Participants

202120202019201820172016201520142013201220112010
Total Participants:43945401991657056193536460118268683907316
Active Part.:36554266628913373435702669724002471224a
Retired Part.:13693508c91cc 131d8
Deceased Part.:1530f6536ab0e06 70ab0fb

Insurance

No Insurance Coverage

Providers

RNPQTFY FYSLUH FGOYA ELKSMAC
OYWANQD OZUTER TYLCFOXGIB BYVD EJU.
TGT-OR YJOGARIFH, CFR.Contract Administrator
Recordkeeping and information management (computing, tabulating, data processing, etc.)
Participant loan processing
Direct payment from the plan
Recordkeeping fees
Compensation:$273,836
Relation:NONE

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2S - Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Health Benefits

Financials

20212020201920182017201620152014201320122011
BOY Assets: $ 0 $ 7 $ 5 $ 8 $ 0 $ 3
Liabilities: $ 0 $ 51 $ 57 $ 5 $ 64 $ 16 $ 7
EE Contrib: $ 0 $ 4 $ 5 $ 5 $ 44 $ 503 $ 35 $ 0
Emp Contrib: $ 0 $ 7 $ 9 $ 1 $ 9 $ 93
Income/Loss: $ 0 $ 7 $ 5 $ 7 $ 29 $ 6
Total Income: $ 0 $ 2,000,000 $ 8 $ 7 $ 67 $ 1 $ 0 $ 76
Paid Benefits: $ 0 $ 6 $ 4 $ 14 $ 1
Expenses: $ 0 $ 1 $ 8 $ 291 $ 7 $ 0 $ 72 $ 95 $ 9
  Commission: $ 0 $ 7 $ 4 $ 2 $ 16 $ 4 $ 11
Net Income: $ 0 $ 3 $ 397 $ 9 $ 4 $ 3 $ 3 $ 2
Net Assets: $ 0 $ 7 $ 6 $ 1 $ 505 $ 67

Participants

20212020201920182017201620152014201320122011
Total Participants:3841845574662384337373008155055123734
Active Part.:3769535884146544393921557057114698966
Retired Part.:7292f579d6f6238663d2
Deceased Part.:6a73b60 37a3a0ba

Insurance

SSD NVRCAHP HBTCYGNA GOTY NAHCEGBJN AFHUPLR
Renewal:12-31-2021
Covered:1682
  1. Life Insurance
  2. ACCIDENTAL DEATH AND DISMEMBERMENT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 456,294
Commission15% $ 68,444
Fees1.86% $ 8,498
Brokers
RFR QUQZHPE UXAZOXZC GAYA GFGLQNUOI GCUVDBR
Renewal:12-31-2021
Covered:3411
  1. Long Term Disab. Ins

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 388,984
Commission1.66% $ 6,445
Fees1.48% $ 5,742
Brokers
NBQ RVPHKCB NJUKPJFJ PXMJ KGFMOQNQJ XGPQMUV
Renewal:12-31-2021
Covered:3411
  1. Temp. Disability Insurance

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 448,403
Commission1.39% $ 6,250
Fees1.98% $ 8,873
Brokers
ZCW EPGIRWC XUCQWIVR BLXM KMCGWJMRG GTZXEAX
Renewal:12-31-2021
Covered:3411
  1. Life Insurance
  2. ACCIDENTAL DEATH AND DISMEMBERMENT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 144,246
Commission2.84% $ 4,102
Fees2.02% $ 2,917
Brokers
VGIDRPNJ ARPG MGP DMKGOLOB EWHIKFUGO OKULCPX
Renewal:12-31-2021
Covered:21
  1. Health
  2. Indemnity Contract
  3. ACCIDENT, DISABILITY

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 13,992
Commission12.71% $ 1,778
Fees0.39% $ 54
Brokers
YUOSNZHZ CGXI WEN OJMBIBRN VUUTDGPHF PKFOJTF
Renewal:12-31-2021
Covered:3
  1. ACCIDENT, DISABILITY

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 3,861
Commission11.99% $ 463
Fees0.31% $ 12
Brokers
CZCMYL MVJDXUYASU JBUPZL TTTB LYU
Renewal:12-31-2021
Covered:26
  1. Health
  2. Prescription Drug

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 126,425
Commission4.79% $ 6,053
Fees0% $ 0
Brokers
TRVIRV OOIUFPOVXD DSCBLQ ZDTU HGB
Renewal:12-31-2021
Covered:25
  1. Health
  2. Prescription Drug

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 211,204
Commission4.62% $ 9,748
Fees0% $ 0
Brokers
VYOYLV IPBMXVO OCOJ
Renewal:12-31-2021
Covered:2330
  1. Vision

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 373,384
Commission9.17% $ 34,224
Fees0% $ 0
Brokers

Providers

No Providers

Features

    4A - Health (other than vision or dental).

    4B - Life insurance.

    4D - Dental.

    4E - Vision.

    4F - Temporary disability (accident and sickness).

    4H - Long-term disability.

    4L - Death benefits (include travel accident but not life insurance).