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Sponsor portfolio

CONSERVICE LLC

EIN 87-0660875-utilities-Latest filing 2025
Plans
2
Retirement
1
$67.7M assets
Welfare
1
$2.1M premiums
Participants
6,238
750 SOUTH GATEWAY DRIVE - RIVER HEIGHTS, UT 84321435-792-6175conservice.comLinkedIn1001-5000 employeesutilities
Plans on this EIN
2 filings
#001401k-$67.7M - 3,433 part#501Mixed-$2.1M - 2,805 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 2,805 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.6M
  • Vision$1.6M
  • Life$744K
  • Short-term disability$744K
  • Long-term disability$744K
  • Other$744K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • TOWN & COUNTRY LIFE INSURANCE COMPANY68%
  • STANDARD INSURANCE COMPANY32%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MORETON & COMPANY100%
Total $91K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONSERVICE, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$67.7M
Participants3,433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONSERVICE, LLC PREMIUM ONLY PLAN

Mixed - TOWN AND COUNTRY LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives2,805
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONSERVICE, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$67.7M3,4332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONSERVICE, LLC PREMIUM ONLY PLANMixedTOWN AND COUNTRY LIFE INSURANCE COMPANY$2.1M2,8052025
Retirement plans
Welfare plans
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