Form 5500 · Employee benefit plan · SOUTH JORDAN, UT
HEALTH CATALYST
The filing calls this plan HEALTH CATALYST HEALTH AND WELNESS PLAN.
HEALTH CATALYST of SOUTH JORDAN, UT is a 1,332-participant professional services employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is DIVERSIFIED INSURANCE BENEFIT SVCS. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-3337483 · plan 501 · plan year 2025, filed Jul 20, 2026
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18 other employer plans in Utah have policy years ending in October. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: the largest of the 2 insured health contracts, with HAWAII MEDICAL SERVICE ASSOCIATION, covers 28 of 1,332 participants (2.1%) on Schedule A.
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: prepaid legal, death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 5 insured contracts covering health, vision, life and disability; the largest, with PRUDENTIAL INSURANCE COMPANY OF AMERICA, covers 985 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $1,707,392, with $71,172 in disclosed broker commissions — about 4.2% of premium.
The health contract's policy period ended in October, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
DIVERSIFIED INSURANCE BENEFIT SVCS is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 985 | Jan 1, 2026 | $1,060,568 | $32,223 |
| AMERITAS LIFE INSURANCE CORP. | Vision | 2,006 | Jan 1, 2026 | $299,675 | $29,968 |
| U.S. LEGAL SERVICES, INC. | — | 143 | Jan 1, 2026 | $28,632 | $4,737 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 6 | Nov 1, 2025 | $66,689 | $4,244 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 28 | Jul 1, 2025 | $251,828 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
18 other employer plans in Utah are November 1 renewals (policy year ends October).
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