| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MCDERMOTT COMPANY & ASSOCIATES3 | 883 WEST BAXTER DR SOUTH JORDAN, UT 84095 | SELECTHEALTH | $27K | $13K | $40K | 2.98% |
| MCDERMOTT COMPANY & ASSOCIATES3 | 883 WEST BAXTER DR SOUTH JORDAN, UT 84095 | SELECT HEALTH | $2K | $935 | $3K | 2.97% |
| MCDERMOTT COMPANY & ASSOCIATES3 Filed as: MCDERMOTT CLOMPANY & ASSOCIATES | 883 W BAXTER DR SOUTH JORDAN, UT 84095 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | — | $3K | 3.42% |
| MCDERMOTT COMPANY & ASSOCIATES3 | 883 WEST BAXTER DR SOUTH JORDAN, UT 84095 | PRINCIPAL LIFE INSURANCE COMPANY | $8K | $3K | $12K | 13.37% |
| CUSTOM INSURANCE SPECIALISTS INC3 | 886 E 3200 N KAMAS, UT 84036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $82 | $1K | 5.07% |
| LUKE A ROCKWELL3 Filed as: LUKE MCDERMOTT | 883 WEST BAXTER DRIVE SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $775 | — | $775 | 3.10% |
| JILL HUGHES3 | 6510 TAMARA DR SALT LAKE CITY, UT 84129 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $480 | $45 | $525 | 2.10% |
| PATTI A VINCENT3 Filed as: PATTI VINCENT | 3489 WEST 10305 SOUTH SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $162 | — | $162 | 0.65% |
| DESIREE ROBERTSON3 | 5691 S STONE BLUFF WAY TAYLORSVILLE, UT 84118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $113 | $1 | $114 | 0.46% |
| PAM ANDERSON & ASSOCIATES INC3 | 5818 S 900 E MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $16 | — | $16 | 0.06% |
| SHERRIE M HOPKINS INS AGCY LUTCF,PC3 Filed as: SHERRIE M HOPKISNS INS AGCY LUTCF | 5782 S 900 E MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12 | — | $12 | 0.05% |
| VOLUNTARY SOLUTIONS INC3 | 509 SOUTH 4TH AVE BRIGHTON, CO 80601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | — | $5 | 0.02% |
| TOM GILLIGAN3 | 12 SPEEN STREET NATICK, MA 01760 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | — | $3 | 0.01% |
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. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 104 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | SELECTHEALTH | 373 | $1.4M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 397 | $91K |
| Vision(2 contracts, 2 carriers) | SELECTHEALTH | 373 | $1.4M |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 248 | $113K |
| Short-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 248 | $88K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 248 | $88K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 397 | — |
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."
No prospect flags tripped on this filing.