| 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 | $19K | $6K | $25K | 4.00% |
| GBS BENEFITS INC3 Filed as: GBS BENEFITS | 465 S. 400 E. STE. 300 SALT LAKE CITY, UT 84111 | SELECTHEALTH | $6K | $2K | $9K | 4.04% |
| GBS BENEFITS INC3 Filed as: GBS BENEFITS | 465 S 400 E STE 300 SALT LAKE CITY, UT 84111 | SELECTHEALTH | $6K | $2K | $8K | 4.07% |
| GBS BENEFITS INC3 Filed as: GBS BENEFITS | 465 S 400 E STE 300 SALT LAKE CITY, UT 84111 | SELECT HEALTH | $481 | $160 | $641 | 3.73% |
| 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 | $580 | $3K | 19.00% |
| 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 | 9.87% |
| GBS BENEFITS INC3 Filed as: GBS BENEFITS | 465 SOUTH 400 EAST STE 300 SALT LAKE CITY, UT 84111 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $866 | $246 | $1K | 16.17% |
| PAM ANDERSON & ASSOCIATES INC3 | 5411 S VINE ST MURRAY, UT 84107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $154 | $26 | $180 | 7.37% |
| GBS BENEFITS INS AGENCY3 Filed as: GBS BENEFIT INSURANCE AGENCY | — | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $90 | — | $90 | 3.68% |
| ASHLEY ANDERSON3 | 5411 SOUTH VINE ST MURRAY, UT 84107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $60 | $5 | $65 | 2.66% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $23 | — | $23 | 0.94% |
| PATTI A VINCENT3 | 3489 WEST 10305 SOUTH SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.78% |
| 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 | — | $1 | $1 | 0.04% |
| PAM ANDERSON & ASSOCIATES INC3 | 5411 S VINE ST MURRAY, UT 84107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $20 | — | $20 | 3.48% |
| GBS BENEFITS INS AGENCY3 Filed as: GBS BENEFIT INSURANCE AGENCY | 465 S 400 E SALT LAKE CITY, UT 84111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $14 | — | $14 | 2.43% |
| ISAASON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $11 | — | $11 | 1.91% |
| PATTI A VINCENT3 | 3489 WEST 10305 SOUTH SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | — | $7 | 1.22% |
| 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 | 182 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 182 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | SELECTHEALTH | 110 | $1.0M |
| Dental | SELECT BENEFITS GROUP INC., DBA DENTAL SELECT | 116 | $0 |
| Vision | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | 169 | $13K |
| Life insurance(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 51 | $21K |
| Other(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 51 | $21K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 169 | — |
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.