| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 299 S. MAIN STREET SALT LAKE CITY, UT 84111 | SELECTHEALTH | $11K | — | $11K | 0.26% |
| MORETON & COMPANY3 | 101 SOUTH 200 EAST SUITE 300 SALT LAKE CITY, UT 84111 | HEALTHKEEPERS, INC. | $28K | — | $28K | 1.13% |
| AON CONSULTING INC3 | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | HEALTHKEEPERS, INC. | $9K | — | $9K | 0.36% |
| AON CONSULTING INC3 | 299 S. MAIN STREET SALT LAKE CITY, UT 84111 | SELECTHEALTH | $6K | — | $6K | 0.25% |
| MORETON & COMPANY3 Filed as: FRED A. MORETON & COMPANY | PO BOX 58139 SALT LAKE CITY, UT 841580139 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG. INC. | $19K | — | $19K | 1.26% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG. INC. | $6K | — | $6K | 0.43% |
| MORETON & COMPANY3 | 101 SOUTH 200 EAST SUITE 300 SALT LAKE CITY, UT 84111 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $13K | — | $13K | 1.10% |
| AON CONSULTING INC3 Filed as: AON CONSULTING INC. | 4 OVERLOOK POINT LINCOLNSHIRE, IL 60069 | ANTHEM HEALTH PLANS OF VIRGINIA, INC. | $4K | — | $4K | 0.35% |
| MORETON & COMPANY3 Filed as: FRED A. MORETON & COMPANY | PO BOX 58139 SALT LAKE CITY, UT 841580139 | TUFTS INSURANCE COMPANY | $7K | — | $7K | 1.22% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 606731298 | TUFTS INSURANCE COMPANY | $2K | — | $2K | 0.33% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & COMPANY | PO BOX 58139 SALT LAKE CITY, UT 841580139 | BLUE CROSS AND BLUE SHIELD OF MINNESOTA | $14K | — | $14K | 3.19% |
| AON CONSULTING INC3 | 299 S. MAIN STREET SALT LAKE CITY, UT 84111 | SELECTHEALTH | $453 | — | $453 | 0.22% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 400 ATRIUM DRIVE FLOOR 5S SOMERSET, NJ 088734172 | VISION SERVICE PLAN | $5K | — | $5K | 4.03% |
| MORETON & COMPANY3 Filed as: FRED A. MORETON & COMPANY | PO BOX 58139 SALT LAKE CITY, UT 841580139 | VISION SERVICE PLAN | $5K | — | $5K | 4.02% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 299 S. MAIN STREET SALT LAKE CITY, UT 84111 | SELECTHEALTH | $147 | — | $147 | 0.22% |
| MORETON & COMPANY3 | ATTN JUD D TURNER PO BOX 58139 SALT LAKE CITY, UT 84158 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | — | $7K | 14.58% |
| DIANE C SMUGALA3 Filed as: DIANE SMUGALA | 3279 WEST HARVEST GLORY DRIVE SOUTH JORDAN, UT 84095 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 4.19% |
| BRETT J HILTON3 | 9649 S 700 E SANDY, UT 84070 | CONTINENTAL AMERICAN INSURANCE COMPANY | $927 | — | $927 | 1.94% |
| TIFFANY GOODSELL3 | 5137 S 1500 W OGDEN, UT 84405 | CONTINENTAL AMERICAN INSURANCE COMPANY | $419 | — | $419 | 0.88% |
| MARC S MICKELSON3 | POST OFFICE BOX 427 COLUMBIA, SC 29202 | CONTINENTAL AMERICAN INSURANCE COMPANY | $371 | — | $371 | 0.78% |
| CRICKET INSURANCE CORPORATION3 | 8103 CRICKET LANE WEST JORDAN, UT 84081 | CONTINENTAL AMERICAN INSURANCE COMPANY | $337 | — | $337 | 0.71% |
| TYLER KOHLER3 | 1323 E BENT PINE COVE DRAPER, UT 84020 | CONTINENTAL AMERICAN INSURANCE COMPANY | $295 | — | $295 | 0.62% |
| NEENA W BEVERLY3 | 11521 S BLACK FOREST DRIVE SANDY, UT 84094 | CONTINENTAL AMERICAN INSURANCE COMPANY | $284 | — | $284 | 0.60% |
| JERRY DUNCAN3 Filed as: JERRY F HOKE | 517 E 3270 N LEHI, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $256 | — | $256 | 0.54% |
| DAMON STREETMAN3 | 5894 WILDFLOWER COURT HIGHLAND, UT 84003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $194 | — | $194 | 0.41% |
| TIMOTHY B. CRAIG3 Filed as: TIMOTHY B CRAIG | 11829 S PINNACLE ACRE COURT RIVERTON, UT 84065 | CONTINENTAL AMERICAN INSURANCE COMPANY | $124 | — | $124 | 0.26% |
| MIKE C LUNDQUIST3 | 8889 S SILVEST ONE WAY SANDY, UT 84093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $101 | — | $101 | 0.21% |
| BARRY BEVERLY3 Filed as: BARRY BEVERLY AND ASSOCIATES, INC. | 11521 S BLACK FOREST DRIVE SANDY, UT 84094 | CONTINENTAL AMERICAN INSURANCE COMPANY | $70 | — | $70 | 0.15% |
| BRENT W THOMPSON3 | 435 E 1070 S OREM, UT 84097 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30 | — | $30 | 0.06% |
| AON CONSULTING INC3 Filed as: AON CONSULTING | 29840 NETWORK PLACE CHICAGO, IL 60673 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | — | $24 | 0.05% |
| LYNN MARIE BARRY3 Filed as: LYNN G BARNSON | 2961 W MAPLE LOOP ROAD LEHI, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $13 | — | $13 | 0.03% |
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 | 1,529 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 17 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,546 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(10 contracts, 7 carriers) | SELECTHEALTH | 980 | $13.7M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 71 | $509K |
| Vision(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 890 | $638K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 2,583 | $243K |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 2,583 | $243K |
| Other(2 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 2,583 | $291K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,583 | — |
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.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.