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Sponsor portfolio

PARSONS BEHLE & LATIMER

EIN 87-0279766-law practice-Latest filing 2025
Plans
5
Retirement
1
$160.4M assets
Welfare
4
$11.9M premiums
Participants
763
PO BOX 45898 - SALT LAKE CITY, UT 84145801-532-1234parsonsbehle.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
5 filings
#002ProfitSharing-$160.4M - 379 part#503Mixed-$6.5M - 734 lives#502Mixed-$5.0M - 501 lives#501Fully Insured-$297K - 378 lives#504Mixed-$83K - 178 lives

Benefits portfolio analytics

4 plans / $11.9M premiums / 1,791 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Prescription drug$5.8M
  • Other$715K
  • Life$618K
  • Short-term disability$618K
  • Long-term disability$618K
Total $6.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITEDHEALTHCARE INSURANCE COMPANY89%
  • USABLE LIFE9%
  • HARTFORD LIFE AND ACCIDENT1%
Total $6.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • GALLAGHER BENEFIT SERVICES, INC.94%
  • WESTON ANDERSON2%
  • JACOB NOYES2%
  • PROFESSIONAL GROUP PLANS INC2%
Total $257K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PARSONS BEHLE & LATIMER PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$160.4M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PARSONS BEHLE & LATIMER HEALTH & WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.5M
Covered lives734
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PARSONS BEHLE & LATIMER HEALTH INSURANCE PLAN

Mixed - SELECTHEALTH

Premiums$5.0M
Covered lives501
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PARSONS BEHLE & LATIMER GROUP TERM LIFE AND DISABILITY INSURANCE

Fully Insured - USABLE LIFE

Premiums$297K
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PARSONS BEHLE & LATIMER ACCIDENT & CRITICAL ILLNESS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$83K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PARSONS BEHLE & LATIMER PROFIT SHARING PLAN & TRUSTProfitSharing$160.4M3792024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PARSONS BEHLE & LATIMER HEALTH & WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$6.5M7342025
502PARSONS BEHLE & LATIMER HEALTH INSURANCE PLANMixedSELECTHEALTH$5.0M5012024
501PARSONS BEHLE & LATIMER GROUP TERM LIFE AND DISABILITY INSURANCEFully InsuredUSABLE LIFE$297K3782024
504PARSONS BEHLE & LATIMER ACCIDENT & CRITICAL ILLNESS PLANMixedHARTFORD LIFE AND ACCIDENT$83K1782024
Retirement plans
Welfare plans
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