| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY INC. | PO BOX 571431 MURRAY, UT 84157 | LIFEMAP ASSURANCE COMPANY | $15K | $0 | $15K | 16.73% |
| TODD VALENTINE3 | 4393 S RIVERBOAT RD #200 SALT LAKE CITY, UT 84123 | MOTIVHEALTH INSURANCE CO | $30K | $0 | $30K | 44.08% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY | 302 W 5400 S SUITE 101 MURRAY, UT 84107 | DENTIST DIRECT LLC | $6K | $0 | $6K | 10.00% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY | PO BOX 571431 MURRAY, UT 84157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $0 | $2K | 7.02% |
| PAM ANDERSON & ASSOCIATES INC3 | 130 W 8600 S MIDVALE, UT 84047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 3.76% |
| SHERRIE M HOPKINS INS AGCY LUTCF,PC3 Filed as: SHERRIE HOPKINS | 1063 W ALBION VIEW CIRCLE WEST JORDAN, UT 84088 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $722 | $39 | $761 | 2.75% |
| ASHLEY ANDERSON3 | 130 W 8600 S MIDVALE, UT 84047 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $555 | $0 | $555 | 2.01% |
| STEPHANIE COLTRIN3 | 165 E KELSEY AVE SALT LAKE CITY, UT 84111 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $183 | $1 | $184 | 0.67% |
| ISAACSON INSURANCE AGENCY LLC3 Filed as: ISAACSON INSURANCE AGENCY, LLC | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $98 | $0 | $98 | 0.35% |
| MARINA C LOVE3 Filed as: MARINA C. LOVE | 406 HOPKINS ST RIO RICO, AZ 85648 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $41 | $0 | $41 | 0.15% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY | 302 W 5400 S SUITE 101 MURRAY, UT 84107 | DENTIST DIRECT, LLC | $731 | $0 | $731 | 10.00% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY INC | 302 W 5400 S SUITE 101 MURRAY, UT 84107 | BLOMQUIST HALE CONSULTING | $281 | $0 | $281 | 5.00% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY | 302 W 5400 S SUITE 101 SALT LAKE CITY, UT 84107 | RECURO HEALTH | $518 | $0 | $518 | 24.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| TODD VALENTINE BROKER | Other commissions Service code 55 | 4393 RIVERBOAT ROAD SUITE 200 SALT LAKE CITY, UT 84123 | $30K |
| BEEHIVE INSURANCE AGENCY BROKER | Other commissions Service code 55 | PO BOX 571431 MURRAY, UT 84157 | $25K |
| PAM ANDERSON & ASSOCIATES, INC. ADMINISTRATOR | Contract Administrator Service code 13 | 130 W 8600 S MIDVALE, UT 84047 | $1K |
| SHERRIE M HOPKINS INS AGCY. ADMINISTRATOR | Contract Administrator Service code 13 | 1063 W ALBION VIEW CIRCLE WEST JORDAN, UT 84088 | $722 |
| ASHLEY ANDERSON ADMINISTRATOR | Contract Administrator Service code 13 | 130 W 8600 S MIDVALE, UT 84047 | $555 |
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 | 211 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 5 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 216 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | MOTIVHEALTH INSURANCE CO | 211 | $67K |
| Dental | DENTIST DIRECT LLC | 80 | $62K |
| Vision | DENTIST DIRECT, LLC | 80 | $7K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 112 | $91K |
| Short-term disability | LIFEMAP ASSURANCE COMPANY | 112 | $91K |
| Long-term disability | LIFEMAP ASSURANCE COMPANY | 112 | $91K |
| Prescription drug | MOTIVHEALTH INSURANCE CO | 211 | $67K |
| Stop-loss / reinsurancereinsurance | SWISS RE CORPORATE SOLUTIONS | 78 | $208K |
| Other(3 contracts, 3 carriers) | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 104 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 211 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.