Form 5500 · Employee benefit plan · DRAPER, UT
HEALTHEQUITY INC
Public Form 5500 records show how HEALTHEQUITY INC (DRAPER, UT) structures its employee benefits. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through ZURICH AMERICAN LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-2383166 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ZURICH AMERICAN LIFE INSURANCE COMPANY | Life, Disability | 3,222 | December | $105,365 |
| VISION SERVICE PLAN | Vision | 2,282 | December | $44,823 |
| DARIOHEALTH CORP | — | 5,425 | December | $0 |
Questions
Who is HEALTHEQUITY INC's benefits broker?
Per its most recent Form 5500 Schedule A, HEALTHEQUITY INC's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does HEALTHEQUITY INC use?
HEALTHEQUITY INC's benefit plan is written through ZURICH AMERICAN LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does HEALTHEQUITY INC's group plan renew?
The most recent Schedule A policy period for HEALTHEQUITY INC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HEALTHEQUITY INC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.