Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Prescription drug$3.3M
- Dental$378K
- Vision$378K
- Short-term disability$378K
- Other$242K
- +2 more
Sponsor portfolio
FRED A. MORETON & COMPANY
EIN 87-0218394Latest filing 2025
Plans
2
Retirement
1
$66.5M assets
Welfare
1
$3.9M premiums
Participants
579
101 SOUTH 200 EAST, SUITE 300 - SALT LAKE CITY, UT 84111801-715-7085
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 530 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- UNITEDHEALTHCARE INSURANCE COMPANY84%
- TOWN & COUNTRY LIFE INSURANCE COMPANY10%
- HARTFORD LIFE AND ACCIDENT6%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
- BLOMQUIST HALE CONSULTING0%
Broker market share
Schedule A broker compensation
100%top
- MORETON & COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MORETON COMPANIES PROFIT SHARING PLAN
401k
Assets$66.5M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FRED A. MORETON HEALTH PLANS
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.9M
Covered lives530
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORETON COMPANIES PROFIT SHARING PLAN | 401k | $66.5M | 324 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FRED A. MORETON HEALTH PLANS | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.9M | 530 | 2025 |
Retirement plans
Welfare plans