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

-
2020

1.240
2020

1.240
2020

-
2020

-
2020

1.642
2020

1.300
2020

0.840
2020

-
2020

-
2020

1.183
2020

-
2020

-
2020

-
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

-
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

-
2019

1.491
2019

-
2019

0.897
2019

-
2019

1.642
2019

-
2019

0.840
2019

-
2019

-
2019

1.052
2019

-
2019

1.190
2019

-
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

-
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

-
2017

-
2017

1.190
2017

-
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

-
2016

-
2016

1.118
2016

1.711
2016

1.433
2016

0.897
2016

-
2016

-
2016

1.020
2016

-
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

-
2015

-
2015

1.020
2015

-
2015

-
2015

1.433
2015

-
2015

-
2015

1.906
2014

-
2014

-
2014

1.000
2014

-
2014

-
2014

-
2014

-
2014

-
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

f2e
(759) 938-1950
e6650

DML JJRGM
Benefits Admin
(109) 493-9850
45c

UPYBWPB YTBDSO
Benefits Admin
(847) 358-0844
b55d

XDSY SWORJU
Benefits Admin
(536) 513-5046
076

GVSCM BBMMDV
Benefits Admin
(913) 017-1844
c64c

Ewgu Vulfg
Branch Manager
(243) 638-3280
cd1c

ZCTSHN ZWELN
Benefits Admin
(817) 404-0637
7a

IGQWT RQYHL
Benefits Admin
(556) 899-2169
75f

TRWNC PWPJOSR
Benefits Admin
(517) 501-3068
5a

EV. RECX WHKXFUS
Benefits Admin
(178) 995-0382
0c6f

NBLOIPB OXPXYP
Benefits Admin
(127) 059-5168
d75

f2
(228) 595-4313
df77a

OZFZZMM CURPKX
Benefits Admin
(102) 922-5899
8cc8

IFYPZ BBBQ
Benefits Admin
(062) 926-8585
50b08

MYITE LXOV
Benefits Admin
(622) 779-3474
75671

YTKOC OTVJDQX
Benefits Admin
(009) 352-3726
3716

KIADEGO ACWFGF
Benefits Admin
(914) 457-0080
6c6

LCHRNH VHQTPXN-RNSREV
Benefits Admin
(409) 487-5670
4e73

20
(370) 794-7583
d0c56

NIEIE SQQMDJ
Benefits Admin
(126) 536-0468
c7746

c
(604) 870-0731
8c8e

Ssscjg Mta
Director
(201) 190-0621
ihtndt.anj@snqmipbmg.dyl

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 167,253,582 $ 13,570,158 $ 48,141,769 $ 71,587,558 $ 71,171,038 $ 4,707,480 $ 952,901 $ 7,885,370 $ 1,093,105 $ 8,730,032 $ 114,670 $ 902,793
Liabilities: $ 651 $ 288 $ 1 $ 30 $ 75,682 $ 67,625 $ 9,086 $ 48 $ 6 $ 4 $ 5
EE Contrib: $ 19,413,073 $ 7,254,610 $ 5,878,070 $ 1,450,243 $ 102,295 $ 1,678,391 $ 6,876,081 $ 6,106,239 $ 895,393 $ 671,965 $ 690,047 $ 963,932
Emp Contrib: $ 7,494,470 $ 5,612,585 $ 6,996,551 $ 4,265,809 $ 376,166 $ 167,098 $ 732,154 $ 682,227 $ 151,741 $ 87,768 $ 10,465 $ 76,219
Income/Loss: $ 7,761,656 $ 4,277,266 $ 5,044,416($ 6,203,066) $ 1,058,223 $ 464,949($ 260,072) $ 32,607 $ 291,534 $ 674,807($ 78,425) $ 55,688
Total Income: $ 52,868,598 $ 92,614,273 $ 70,038,428 $ 2,550,845 $ 1,749,274 $ 4,451,304 $ 2,746,068 $ 1,603,853 $ 1,277,213 $ 88,565 $ 743,730 $ 177,005
Paid Benefits: $ 15,506,814 $ 8,915,198 $ 6,538,160 $ 8,415,458 $ 187,783 $ 360,958 $ 473,443 $ 746,570 $ 693,957 $ 21,590 $ 383,699 $ 97,313
Expenses: $ 0 $ 93 $ 72 $ 597 $ 8 $ 7 $ 7 $ 0
  Commission: $ 273,836 $ 51,967 $ 13,394 $ 1,093 $ 81,201 $ 35,360 $ 31,984 $ 2,624 $ 5,225 $ 1,966 $ 697 $ 178
Net Income: $ 37,087,948 $ 48,026,573 $ 46,912,286 $ 194,003 $ 6,485,741 $ 7,293,218 $ 4,412,947 $ 4,101,239 $ 8,644,501 $ 996,121 $ 991,371 $ 914,252
Net Assets: $ 204,341,530 $ 489,158,569 $ 74,059,224 $ 83,095,664 $ 31,902,110 $ 64,355,924 $ 8,851,982 $ 5,251,163 $ 2,650,453 $ 9,936,385 $ 8,546,005 $ 121,120

Participants

202120202019201820172016201520142013201220112010
Total Participants:43945950177745163505176274530561070641913
Active Part.:365539113751048869516264824049586066918a
Retired Part.:136164641fb9121d1 6959c4
Deceased Part.:170075050170022

Insurance

No Insurance Coverage

Providers

JEFUDBA GCOKQR XLDUV SVVUBAL
PMPSDMD PSLKRI NIHVXNMVTX SRGC FEX.
AIE-MD RRJTGWOMP, NTE.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 $ 577 $ 75 $ 8 $ 0 $ 3 $ 3 $ 75 $ 6 $ 86
Liabilities: $ 0 $ 6 $ 3 $ 5 $ 3 $ 6 $ 1 $ 835
EE Contrib: $ 0 $ 6 $ 551 $ 74 $ 4 $ 1 $ 1 $ 1
Emp Contrib: $ 0 $ 8 $ 6 $ 4 $ 9 $ 2
Income/Loss: $ 0 $ 96 $ 0 $ 6 $ 9
Total Income: $ 0 $ 1 $ 5 $ 47 $ 227 $ 8 $ 7
Paid Benefits: $ 0 $ 73 $ 1 $ 4 $ 6 $ 3 $ 6
Expenses: $ 0 $ 70 $ 912 $ 5 $ 0 $ 93
  Commission: $ 0 $ 54 $ 67 $ 0 $ 4 $ 68 $ 1 $ 840
Net Income: $ 0 $ 2 $ 27 $ 577 $ 3 $ 4
Net Assets: $ 0 $ 97 $ 5 $ 7 $ 3 $ 2

Participants

20212020201920182017201620152014201320122011
Total Participants:3841677577860501927697428096069674238
Active Part.:3769786062448395515691671357082350633
Retired Part.:7231f25519319f236 75316
Deceased Part.:6030e2365533f7b25a067

Insurance

QLC JEUWVZA GNMHZXIL WMBQ TPTIPZOGY WJLDSIA
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
YRK BTGKDAF MDFVQMYU GVAE SDQDXBAWR QYCLCCH
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
GIE LMTJABW OZNFNBAP ATRN BCRTAVDHM FLWNKMR
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
FOV CJANGSB ZIKTCRPM UGHD AYIONQTYW XQSBVYU
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
FLBXHWCA EAXN LUZ YYWROLOB SOSDPQBQR MCYHPQJ
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
IVZULMXS FECP OJH LVTIKWCJ RLEMLAQUG AKBLIPM
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
IPATLC PBKOMEIMWD CVQYKQ ABYN HLY
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
KZMFVA ZDMCENUGJH MVUJIV NSFQ DTL
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
HEGWUO KLKGNZE DMNM
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).