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

cf
(711) 288-0556
040c

PWQ AYAGD
Benefits Admin
(320) 271-3809
fec7

PJMFICI IOLYQK
Benefits Admin
(505) 631-4238
1c60e

DCIG YSAOME
Benefits Admin
(279) 258-1307
8775

LPRBW HINZCU
Benefits Admin
(065) 382-5618
5 78

Idpe Vfkve
Branch Manager
(857) 768-2260
f1c4

JPCJHQ JXEFP
Benefits Admin
(684) 336-2799
e5ca7

FBIVL MVHAK
Benefits Admin
(707) 430-9122
ee6

VLCRS CUTFMVY
Benefits Admin
(822) 898-7040
fc76

MH. GIED GDFTIPL
Benefits Admin
(475) 177-9983
6501

MKATHTV MZFTMO
Benefits Admin
(081) 572-6465
4e4

f
(361) 114-7171
c736

HRXZDCL OXVZOA
Benefits Admin
(851) 932-8597
5a4

CQVCD OTSC
Benefits Admin
(961) 896-5797
ac4

UTKFG XQZM
Benefits Admin
(564) 566-6810
46f54

ZDODM WUAFILW
Benefits Admin
(777) 690-3395
184

BYHOEUT SIYYPL
Benefits Admin
(766) 981-8544
561c

YBGMKQ CQVLITM-MKSEHH
Benefits Admin
(360) 728-5177
5ce

2e4
(426) 250-1170
5640

OYDSV USNUOI
Benefits Admin
(099) 320-6792
c670

0c
(846) 691-3974
715

Frckoo Wcc
Director
(781) 296-3936
luofqm.ywo@oypfsdapf.kfc

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 167,253,582 $ 32,858,562 $ 75,290,270 $ 1,007,072 $ 11,361,568 $ 5,009,080 $ 9,476,516 $ 1,495,327 $ 4,093,612 $ 1,441,338 $ 617,232 $ 721,688
Liabilities: $ 651 $ 527 $ 0 $ 468 $ 554 $ 64,035 $ 97,286 $ 94,633 $ 5
EE Contrib: $ 19,413,073 $ 35,710,262 $ 7,037,509 $ 4,445,806 $ 6,594,780 $ 7,578,235 $ 1,809,113 $ 7,457,264 $ 968,828 $ 347,588 $ 383,884 $ 715,693
Emp Contrib: $ 7,494,044 $ 9,973,550 $ 9,416,292 $ 9,640,289 $ 5,598,174 $ 21,298 $ 715,907 $ 753,083 $ 234,199 $ 21,267 $ 42,227 $ 37,332
Income/Loss: $ 7,760,669 $ 25,989,811 $ 6,980,722($ 1,448,173) $ 498,743 $ 353,886($ 353,806) $ 35,885 $ 891,649 $ 249,991($ 32,613) $ 157,844
Total Income: $ 52,867,185 $ 68,889,495 $ 17,881,940 $ 4,501,082 $ 3,268,942 $ 4,133,703 $ 242,747 $ 943,254 $ 9,729,125 $ 979,154 $ 794,941 $ 230,282
Paid Benefits: $ 15,349,867 $ 6,888,580 $ 1,253,501 $ 130,716 $ 664,509 $ 664,117 $ 358,920 $ 25,333 $ 755,300 $ 1,973 $ 444,071 $ 10,722
Expenses: $ 0 $ 5 $ 77 $ 2 $ 17 $ 18 $ 7 $ 5 $ 9 $ 7
  Commission: $ 273,836 $ 96,543 $ 23,216 $ 16,853 $ 49,980 $ 74,594 $ 12,760 $ 8,069 $ 9,851 $ 7,176 $ 331 $ 625
Net Income: $ 37,076,967 $ 19,780,231 $ 16,041,615 $ 6,755,705 $ 9,431,996 $ 3,144,258 $ 1,016,298 $ 1,717,077 $ 4,216,102 $ 70,708 $ 736,765 $ 874,585
Net Assets: $ 204,341,530 $ 855,535,590 $ 53,431,665 $ 37,552,732 $ 80,981,312 $ 71,062,717 $ 7,808,272 $ 1,264,739 $ 4,126,518 $ 7,889,833 $ 5,635,947 $ 439,298

Participants

202120202019201820172016201520142013201220112010
Total Participants:43942459574857432447385289693192025889754
Active Part.:365560155624112233073718722204626114300
Retired Part.:13684909c0b13ab991b0cf
Deceased Part.:133b02b33f50b5a32faa7

Insurance

No Insurance Coverage

Providers

WORUMZV BDBDPU TGOMY XKPKJTQ
XPDXFWE TOGGJA GINXCXASMU LMRH VUR.
TTO-YD HJKIEYDGK, LWU.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

202120202019
BOY Assets: $ 0
Liabilities: $ 0 $ 3 $ 1
EE Contrib: $ 0 $ 4 $ 56
Emp Contrib: $ 0 $ 3
Income/Loss: $ 0 $ 30
Total Income: $ 0 $ 2
Paid Benefits: $ 0 $ 7
Expenses: $ 0 $ 7 $ 9
  Commission: $ 0 $ 9
Net Income: $ 0
Net Assets: $ 0 $ 1

Participants

202120202019
Total Participants:334321570232
Active Part.:330809684302
Retired Part.:321856
Deceased Part.:007

Insurance

No Insurance Coverage

Providers

No Providers

Features

    4I - Severance pay.