| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY, INC | 302 W 5400 S STE 101 MURRAY, UT 84107 | REGENCE BLUECROSS BLUESHEILD OF UTAH | $434K | $89K | $523K | 4.00% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY INC | 302 W 5400 S STE 101 MURRAY, UT 841075893 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $43K | — | $43K | 15.11% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY INC | 302 W 5400 S STE 101 MURRAY, UT 841075893 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | — | $12K | 4.26% |
| JANINE H LEYER3 Filed as: JANINE LEYER | PO BOX 1000 WEST JORDAN, UT 84088 | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | $0 | $7K | 3.52% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY | PO BOX 571431 MURRAY, UT 84157 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6K | — | $6K | 3.03% |
| JUSTIN C LAMB3 | 1302 REESE DR PROVO, UT 84601 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 1.39% |
| KAREN HARMER3 | 2581 E GOLDEN EYE DR SANDY, UT 84093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | — | $3K | 1.21% |
| DAMON R STREETMAN3 | 2961 WEST MAPLE LOOP ROAD SUITE 230 LEHI, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.82% |
| STEPHEN L SCORESBY3 | 194 S COUNTRYSIDE LN OREM, UT 84646 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | — | $2K | 0.80% |
| DARRELL C RAWLINS3 | 579 SOUTH 250 EAST SMITHFIELD, UT 84335 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.68% |
| JUDSON T LAW3 | 7654 WILLOW WALK LN EAGLE MOUNTAIN, UT 84005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.68% |
| MARK LUDWIG3 | 11572 CHERRY HILL RD SANDY, UT 84094 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | — | $1K | 0.54% |
| CLELL M FOWLES3 | 162 EAST 100 SOUTH MOUNT PLEASANT, UT 84647 | CONTINENTAL AMERICAN INSURANCE COMPANY | $862 | — | $862 | 0.42% |
| TIMOTHY B. CRAIG3 Filed as: TIMOTHY CRAIG | 2961 WEST MAPLE LOOP ROAD SUITE 230 LEHI, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $625 | — | $625 | 0.30% |
| DENISE ABBOTT3 | 2010 W 3200 S LOGAN, UT 84005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $601 | — | $601 | 0.29% |
| PETER LEYER3 | PO BOX 1000 WEST JORDAN, UT 84088 | CONTINENTAL AMERICAN INSURANCE COMPANY | $583 | — | $583 | 0.28% |
| BARBI HARRINGTON3 | 258 S MAIN STE 170 LOGAN, UT 84321 | CONTINENTAL AMERICAN INSURANCE COMPANY | $199 | — | $199 | 0.10% |
| ADAM ANTHEN AYLWORTH3 Filed as: ADAM AYLWORTH | 724 COUNTRY LANE SANTA CLARA, UT 84765 | CONTINENTAL AMERICAN INSURANCE COMPANY | $187 | — | $187 | 0.09% |
| JOHN K KERKSIEK3 | 464 E 420 S PLEASANT GROVE, UT 84062 | CONTINENTAL AMERICAN INSURANCE COMPANY | $175 | — | $175 | 0.08% |
| MAURICIO R PLATT3 | 8180 SOUTH 700 E SANDY, UT 84407 | CONTINENTAL AMERICAN INSURANCE COMPANY | $175 | — | $175 | 0.08% |
| CATHY CHRISTENSEN3 | 6378 S RAYMOND DR. S. WEBER, UT 84062 | CONTINENTAL AMERICAN INSURANCE COMPANY | $159 | — | $159 | 0.08% |
| BARRY BEVERLY3 Filed as: BARRY BEVERLY AND ASSOCIATES, INC | 459 VIA TUSCANY LOOP LAKE MARY, FL 32746 | CONTINENTAL AMERICAN INSURANCE COMPANY | $158 | — | $158 | 0.08% |
| MIKE LUNDQUIST3 | 8889 S SILVERSTONE WAY SANDY, UT 84093 | CONTINENTAL AMERICAN INSURANCE COMPANY | $144 | — | $144 | 0.07% |
| JULIE A ELLIS3 | 669 SOUTH 630 EAST OREM, UT 84646 | CONTINENTAL AMERICAN INSURANCE COMPANY | $100 | — | $100 | 0.05% |
| BRENT W THOMPSON3 Filed as: BRENT THOMPSON | 2961 W MAPLE LOOP ROAD 230 LEHI, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $93 | — | $93 | 0.04% |
| JERRY DUNCAN3 Filed as: JERRY F HOKE | 517 E 3270 N LEHI, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $84 | — | $84 | 0.04% |
| CHERYL HOWARD3 | PO BOX 444 MORONI, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $69 | — | $69 | 0.03% |
| BRETT BULLOCK3 | 10219 S 670 W PARADISE, UT 84328 | CONTINENTAL AMERICAN INSURANCE COMPANY | $68 | — | $68 | 0.03% |
| TYLER D VIERTEL3 | GENERAL DELIVERY LEHI, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $65 | — | $65 | 0.03% |
| BRENT W THOMPSON3 Filed as: BRENT THOMPSON | 2961 W MAPLE LOOP ROAD 230 LEHI, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $62 | — | $62 | 0.03% |
| NANCY HARMON3 | 3925 S QUATAR ST AURORA, CO 80018 | CONTINENTAL AMERICAN INSURANCE COMPANY | $59 | — | $59 | 0.03% |
| DEAN HOWARD3 | 2440 NORTH 1100 EAST LEHI, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $55 | — | $55 | 0.03% |
| LYNN MARIE BARRY3 Filed as: LYNN BARNSON | 2961 W MAPLE LOOP RD STE 230 LEHI, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $45 | — | $45 | 0.02% |
| BRYAN GEISLER3 | 189 SOUTH STATE STREET SUITE 222 CLEARFIELD, UT 84043 | CONTINENTAL AMERICAN INSURANCE COMPANY | $43 | — | $43 | 0.02% |
| MICHAEL G. MONTAG INS. AGY.3 Filed as: MICHAEL J LARSON | 1188 EMIGRANT PLACE CASPER, UT 84005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $39 | — | $39 | 0.02% |
| TRENTON FRANDSEN3 | 929 MEADOWLANE AVE CODY, WY 82414 | CONTINENTAL AMERICAN INSURANCE COMPANY | $35 | — | $35 | 0.02% |
| SEAN VEST3 | 10105 N 6000 W HIGHLAND, UT 84003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32 | — | $32 | 0.02% |
| DAN MOORE3 | 4202 INVERNESS LN EAGLE MOUNTAIN, UT 84005 | CONTINENTAL AMERICAN INSURANCE COMPANY | $32 | — | $32 | 0.02% |
| PAUL HANNANT3 | 1455 N COLE ROAD BOISE, ID 83704 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30 | — | $30 | 0.01% |
| BRADY GONZALEZ3 | 85 NORTH 490 WEST AMERICAN FORK, UT 84003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $28 | — | $28 | 0.01% |
| KEVIN B SORIA3 | 815 BRIDGEWATER PLACE STE 100 EAGLE, ID 83616 | CONTINENTAL AMERICAN INSURANCE COMPANY | $23 | — | $23 | 0.01% |
| RICKIE D. HALL3 Filed as: RICKIE HALL | 299 E RYEGATE DRIVE MERIDIAN, ID 83646 | CONTINENTAL AMERICAN INSURANCE COMPANY | $15 | — | $15 | 0.01% |
| LESLIE J BAILEY3 | 4234 N PORTAGE AVE MERIDIAN, ID 83646 | CONTINENTAL AMERICAN INSURANCE COMPANY | $6 | — | $6 | 0.00% |
| MARK DUNN3 | 2393 NORTH BRIGANTINE CT. EAGLE, ID 85616 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| ANDRE LAFLAMME3 | 9007 46TH COURT NW GIG HARBOR, WA 98335 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| SHANE ROBERTSON3 Filed as: SHANE M ROBERTSON | 181 E COOPER BRIDGE ST MERIDIAN, ID 83646 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| CASEY D HOBSON3 | 815 S BRIDGWATER PLACE STE 100 EAGLE, ID 83616 | CONTINENTAL AMERICAN INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| CHRISTINA L SHEPARD3 | 1033 EVERGREEN WAY ROCK SPRINGS, WY 82901 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| DEANNA M CHRISTENSEN3 | PO BOX 3317 ROCK SPRINGS, WY 82902 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| LISA HALL3 | 6 EAGLE VIEW DR CLANCY, MT 59634 | CONTINENTAL AMERICAN INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| PAUL MURFF3 | 85 N 490 W AMERICAN FORK, UT 84003 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| GARY DALE CLAYTON3 | 1755 BETH ST POCATELLO, ID 83201 | CONTINENTAL AMERICAN INSURANCE COMPANY | $0 | — | $0 | 0.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF UT EIN 87-0200138 CLAIMS PROCESSING SERVIC | Claims processing; Direct payment from the plan; Float revenue Service code 12 | — | $47K |
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 | 1,023 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,023 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHEILD OF UTAH | 3,432 | $13.1M |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,149 | $556K |
| Short-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,209 | $481K |
| Long-term disability(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,209 | $481K |
| Other(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 1,149 | $556K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 3,432 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
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.