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Form 5500 · Employee benefit plan · LEHI, UT

YOU NEED A BUDGET LLC

Public Form 5500 records show how YOU NEED A BUDGET LLC (LEHI, UT) structures its employee benefits. Its broker of record is ABD INS. AND FINANCIAL SVCS., INC.. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-2847611 · plan 501 · as of Jul 2026

Participants
131
Carriers on file
2
Disclosed commissions
$19,878
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CIGNA HEALTH AND LIFE INSURANCE COMPANYDental126December$15,741
STANDARD INSURANCE COMPANYVision, Life124December$4,137

Questions

Who is YOU NEED A BUDGET LLC's benefits broker?

Per its most recent Form 5500 Schedule A, YOU NEED A BUDGET LLC's broker of record is ABD INS. AND FINANCIAL SVCS., INC..

What insurance carrier does YOU NEED A BUDGET LLC use?

YOU NEED A BUDGET LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does YOU NEED A BUDGET LLC's group plan renew?

The most recent Schedule A policy period for YOU NEED A BUDGET LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from YOU NEED A BUDGET LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.