| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PRESIDIO GROUP3 Filed as: THE PRESIDIO GROUP INC. | 6967 S.RIVER GATE DRIVE SUITE 200 MIDVALE, UT 84047 | SELECTHEALTH | $115K | $34K | $149K | 1.59% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. (SLC) | 299 S. MAIN STREET SALT LAKE CITY, UT 84111 | SELECTHEALTH | $11K | — | $11K | 0.26% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF NEW JERSEY INC | PO BOX 416315 BOSTON, MA 022416315 | METROPOLITAN LIFE INSURANCE COMPANY | $180K | $31 | $180K | 6.73% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF NEW JERSEY INC | PO BOX 416315 BOSTON, MA 022416315 | METROPOLITAN LIFE INSURANCE COMPANY | — | $43K | $43K | 1.61% |
| MORETON & COMPANY3 | SOUTH 200 EAST SUITE 300 SALT LAKE CITY, UT 84111 | HEALTHKEEPERS, INC. (G1608) | $28K | — | $28K | 1.12% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 4 OVERLOOK PT LINCOLNSHIRE, IL 60069 | HEALTHKEEPERS, INC. (G1608) | $9K | — | $9K | 0.36% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. (SLC) | 299 S. MAIN STREET SALT LAKE CITY, UT 84111 | SELECTHEALTH | $6K | — | $6K | 0.25% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT INSURANCE SERVICE | 50 BRAINTREE HILL OFFICE PARK BRAINTREE, MA 02184 | BLUE CROSS BLUE SHIELD MASSACHUSETTS, INC. | $33K | $10K | $43K | 2.71% |
| MORETON & COMPANY3 Filed as: FRED A. MORETON & COMPANY | P.O. BOX 58139 SALT LAKE CITY, UT 841580139 | TUFTS ASSOCIATED HEALTH MAINTANANCE ORG., INC. | $19K | — | $19K | 1.26% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. (CHICAGO) | 29840 NETWORK PLACE CHICAGO, IL 606731298 | TUFTS ASSOCIATED HEALTH MAINTANANCE ORG., INC. | $6K | — | $6K | 0.43% |
| MORETON & COMPANY3 | SOUTH 200 EAST SUITE 300 SALT LAKE CITY, UT 84111 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $13K | — | $13K | 1.12% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 4 OVERLOOK PT LINCOLNSHIRE, IL 60069 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $4K | — | $4K | 0.36% |
| MORETON & COMPANY3 Filed as: FRED A. MORETON & COMPANY | P.O. BOX 58139 SALT LAKE CITY, UT 841580139 | TUFTS INSURANCE COMPANY | $7K | — | $7K | 1.22% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC (CHICAGO) | 29840 NETWORK PLACE CHICAGO, IL 606731298 | TUFTS INSURANCE COMPANY | $2K | — | $2K | 0.33% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & COMPANY | 709 EAST SOUTH TEMPLE P.O. BOX 58139 SALT LAKE CITY, UT 841580139 | BCBSM, INC. D.B.A. BLUE CROSS AND BLUE SHIELD OF MINNESOTA | $14K | — | $14K | 3.19% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. (SLC) | 299 S. MAIN STREET SALT LAKE CITY, UT 84111 | SELECTHEALTH | $453 | — | $453 | 0.22% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 116 HUNTINGTON AVE. BOSTON, MA 02216 | DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL OF MA | $5K | $96 | $5K | 2.55% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 400 ATRIUM DR FL 5S SOMERSET, NJ 088734172 | VISION SERVICE PLAN | $5K | — | $5K | 4.03% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & COMPANY | P.O. BOX 58139 SALT LAKE CITY, UT 841580139 | VISION SERVICE PLAN | $5K | — | $5K | 4.02% |
| THE PRESIDIO GROUP3 Filed as: THE PRESIDIO GROUP INC. | 6967 S. RIVER GATE DRIVE SUITE 200 MIDVALE, UT 84047 | SELECTHEALTH | $1K | $338 | $2K | 1.34% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. (SLC) | 299 S. MAIN STREET SALT LAKE CITY, UT 84111 | SELECTHEALTH | $147 | — | $147 | 0.22% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 5,312 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 773 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,085 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 7 carriers) | SELECTHEALTH | 2,150 | $24.3M |
| Dental(4 contracts, 3 carriers) | SELECTHEALTH | 4,326 | $10.1M |
| Vision(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | 4,326 | $616K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 8,730 | $2.7M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 8,730 | $2.7M |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 8,730 | $3.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 8,730 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.