| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GBS BENEFITS INC3 Filed as: GBS BENEFITS | 465 S. 400 E. , STE. 300 SALT LAKE CTIY, UT 84111 | SELECTHEALTH | $17K | $6K | $23K | 4.00% |
| GBS BENEFITS INC3 Filed as: GBS BENEFITS | 465 S 400 E STE 300 SALT LAKE CITY, UT 84111 | SELECTHEALTH | $6K | $2K | $8K | 3.93% |
| GBS BENEFITS INC3 Filed as: GBS BENEFITS | 465 S. 400 E. STE. 300 SALT LAKE CITY, UT 84111 | SELECTHEALTH | $5K | $2K | $7K | 3.94% |
| GBS BENEFITS INC3 Filed as: GBS BENEFITS, INC. | 465 S 400 E 300 SALT LAKE CITY, UT 84111 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | $732 | $3K | 19.42% |
| GBS BENEFITS INC3 Filed as: GBS BENEFITS | 465 S 400 E STE 300 SALT LAKE CITY, UT 84111 | SELECT HEALTH | $417 | $139 | $556 | 4.36% |
| GBS BENEFITS INC3 Filed as: GBS BENEFITS | 465 SOUTH 400 EAST STE. 300 SALT LAKE CITY, UT 84111 | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $1K | — | $1K | 9.27% |
| GBS BENEFITS INC3 Filed as: GBS BENEFITS | 465 SOUTH 400 EAST STE 300 SALT LAKE CITY, UT 84111 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $886 | $261 | $1K | 16.30% |
| PAM ANDERSON & ASSOCIATES INC3 | 5411 S VINE ST MURRAY, UT 84107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $179 | $1 | $180 | 5.48% |
| GBS BENEFITS INS AGENCY3 Filed as: GBS BENEFIT INSURANCE AGENCY | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $115 | — | $115 | 3.50% |
| ASHLEY ANDERSON3 | 5411 SOUTH VINE ST MURRAY, UT 84107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $63 | $1 | $64 | 1.95% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $29 | — | $29 | 0.88% |
| PATTI A VINCENT3 | 3489 WEST 10305 SOUTH SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $22 | — | $22 | 0.67% |
| SHERRIE M HOPKINS INS AGCY LUTCF,PC3 Filed as: SHERRIE M HOPKINS INS AGCY LUTCF, P | 5411 S VINE STREET UNIT 4 STE MURRAY, UT 84107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | $2 | $18 | 0.55% |
| PAM ANDERSON & ASSOCIATES INC3 | 5411 S VINE ST MURRAY, UT 84107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $21 | — | $21 | 3.95% |
| GBS BENEFITS INS AGENCY3 Filed as: GBS BENEFIT INSURANCE AGENCY | 465 S 400 E SALT LAKE CITY, UT 84111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15 | — | $15 | 2.82% |
| ISAASON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 2.26% |
| PATTI A VINCENT3 | 3489 WEST 10305 SOUTH SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | — | $6 | 1.13% |
| GBS BENEFITS INC3 Filed as: GBS BENEFITS | 465 S. 400 E. STE. 300 SALT LAKE CITY, UT 84111 | SELECT BENEFITS GROUP INC., DBA DENTAL SELECT | $3K | — | $3K | — |
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 | 102 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 102 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | SELECTHEALTH | 119 | $961K |
| Dental | SELECT BENEFITS GROUP INC., DBA DENTAL SELECT | 106 | $0 |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 150 | $12K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 155 | $24K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 155 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 155 | — |
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."
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.