| 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 BLUESHIELD OF UTAH | $294K | $0 | $294K | 22.51% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY, INC. | 302 W 5400 S STE 101 MURRAY, UT 84107 | LIFEMAP ASSURANCE COMPANY | $107K | $0 | $107K | 8.94% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY INC | 302 W 5400 S #101 MURRAY, UT 84107 | NATIONAL GUARD LIFE INSURANCE COMPANY | $20K | — | $20K | 10.07% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY | PO BOX 571431 MURRAY, UT 84157 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13K | $0 | $13K | 7.18% |
| 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 | $7K | $1K | $9K | 4.83% |
| PAM ANDERSON & ASSOCIATES INC3 Filed as: PAM ANDERSON & ASSOCIATES INC. | 5818 S 900 E MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $1K | $8K | 4.22% |
| ASHLEY ANDERSON3 | 5818 S 900 E MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $322 | $3K | 1.59% |
| STEPHANIE COLTRIN3 | 5782 S 900 E MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 1.45% |
| ISAACSON INSURANCE AGENCY LLC3 | 1250 11TH STREET WEST LINN, OR 97068 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $328 | $0 | $328 | 0.18% |
| DESIREE ROBERTSON3 | 5691 S STONE BLUFF WAY TAYLORSVILLE, UT 84118 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $191 | $16 | $207 | 0.11% |
| MARJORIE TORMAN3 | PO BOX 1061 EDEN, UT 84310 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $196 | $7 | $203 | 0.11% |
| NATASHA CHANNELL ONTIVEROS3 | 6702 S OAKSHADE LANE WEST JORDAN, UT 84081 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $137 | $0 | $137 | 0.08% |
| KAREN HARMER3 Filed as: KAREN LEE HARMER | 2581 EAST GOLDEN EYE DR SANDY, UT 84093 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.00% |
| PAUL SCOTT MORRIS3 | 5272 S SWEETGRASS WAY BOISE, ID 83716 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.00% |
| DENISE A MAXWELL3 | 943 W OVERLAND RD MERIDIAN, ID 83642 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $0 | $0 | $0 | 0.00% |
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 | 1,416 | 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) | 1,416 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | REGENCE BLUECROSS BLUESHIELD OF UTAH | 1,307 | $1.3M |
| Dental | HAWAII MEDICAL SERVICE ASSOCIATION | 10 | $0 |
| Vision | NATIONAL GUARD LIFE INSURANCE COMPANY | 1,422 | $196K |
| Life insurance(2 contracts, 2 carriers) | LIFEMAP ASSURANCE COMPANY | 1,581 | $1.4M |
| Short-term disability(2 contracts, 2 carriers) | LIFEMAP ASSURANCE COMPANY | 1,581 | $1.4M |
| Long-term disability | LIFEMAP ASSURANCE COMPANY | 1,581 | $1.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,581 | — |
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."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.