| 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 | $617K | $67K | $684K | 3.33% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY, INC. | 302 W 5400 S STE 101 MURRAY, UT 84107 | LIFEMAP ASSURANCE COMPANY | $88K | — | $88K | 8.13% |
| SHERRIE M HOPKINS INS AGCY LUTCF,PC3 Filed as: SHERRIE M HOPKINS INS AGCY LUTCF PC | 5782 SOUTH 900 EAST MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $3K | $18K | 10.91% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY | PO BOX 571431 MURRAY, UT 84157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $15K | $790 | $16K | 9.42% |
| PAM ANDERSON & ASSOCIATES INC3 Filed as: PAM ANDERSON & ASSOCIATES INC. | 5818 S 900 E MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $12K | $2K | $14K | 8.08% |
| ASHLEY ANDERSON3 | 5818 S 900 E MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $527 | $4K | 2.41% |
| STEPHANIE COLTRIN3 | 5782 S 900 E MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | — | $3K | 2.01% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $284 | $2K | 0.90% |
| KAREN HARMER3 Filed as: KAREN LEE HARMER | 2581 EAST GOLDEN EYE DR SANDY, UT 84093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $949 | — | $949 | 0.56% |
| DESIREE ROBERTSON3 | 5691 S STONE BLUFF WAY TAYLORSVILLE, UT 84118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $641 | $65 | $706 | 0.42% |
| NATASHA CHANNELL ONTIVEROS3 | 6702 S OAKSHADE LANE WEST JORDAN, UT 84081 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $634 | — | $634 | 0.37% |
| MARJORIE TORMAN3 | PO BOX 1061 EDEN, UT 84310 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $537 | $26 | $563 | 0.33% |
| MAURICIO R PLATT3 | 1475 E SANDPIPER WAY SALT LAKE CITY, UT 84117 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $191 | — | $191 | 0.11% |
| PAUL SCOTT MORRIS3 | 5272 S SWEETGRASS WAY BOISE, ID 83716 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $82 | — | $82 | 0.05% |
| DENISE A MAXWELL3 | 943 W OVERLAND RD MERIDIAN, ID 83642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $2 | $8 | 0.00% |
| MARY BROOK FORD3 | 5475 N MITCHUM AVE MERIDIAN, ID 83646 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6 | $2 | $8 | 0.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF UT EIN 87-0200138 CLAIMS PROCESSING SERVIC | Claims processing; Float revenue; Direct payment from the plan Service code 12 | — | $61K |
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 | 1,308 | 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) | 1,308 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHEILD OF UTAH | 4,191 | $20.5M |
| Life insurance(2 contracts, 2 carriers) | LIFEMAP ASSURANCE COMPANY | 1,443 | $1.2M |
| Short-term disability(2 contracts, 2 carriers) | LIFEMAP ASSURANCE COMPANY | 1,443 | $1.2M |
| Long-term disability | LIFEMAP ASSURANCE COMPANY | 1,443 | $1.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,191 | — |
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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.