| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY | 302 WEST 5400 SOUTH, SUITE 101 SALT LAKE CITY, UT 84107 | MOTIVHEALTH INSURANCE CO | $79K | $0 | $79K | 2.96% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY | 302 WEST 5400 SOUTH SALT LAKE CITY, UT 84107 | HARTFORD LIFE AND ACCIDENT | $21K | $0 | $21K | 10.17% |
| WATCHTOWER BENEFITS, LLC3 | 227 W MONROE ST STE 5200 CHICAGO, IL 60606 | HARTFORD LIFE AND ACCIDENT | $0 | $2K | $2K | 1.13% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY | 302 WEST 5400 SOUTH SALT LAKE CITY, UT 84107 | DENTIST DIRECT, LLC | $7K | $0 | $7K | 4.00% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY | 302 W 5400 S SUITE 101 MURRAY, UT 84107 | ALLSTATE BENEFITS | $5K | $0 | $5K | 14.46% |
| VOLUNTARY BENEFITS SOL LLC3 Filed as: VOLUNTARY BENEFIT SOLUTIONS LLC | 2581 E GOLDEN EYE DR SANDY, UT 84093 | ALLSTATE BENEFITS | $5K | $0 | $5K | 14.46% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY | 304 W 5400 S SUITE 101 MURRAY, UT 84107 | HEALTHIEST YOU | $4K | $0 | $4K | 15.00% |
| LEAVITT GROUP3 Filed as: BEEHIVE INSURANCE AGENCY INC. | 304 W 5400 S STE 101 MURRAY, UT 84107 | BLOMQUIST HALE CONSULTING | $1K | $0 | $1K | 5.00% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BEEHIVE INSURANCE AGENCY ADMINISTRATORS | Contract Administrator Service code 13 | 302 W 5400 S SUITE 101 MURRAY, UT 84107 | $118K |
| VOLUNTARY BENEFIT SOLUTIONS ADMINISTRATORS | Contract Administrator Service code 13 | 2581 E GOLDEN EYE DR. SANDY, UT 84093 | $5K |
| WATCHTOWER BENEFITS ADMINISTRATORS | Contract Administrator Service code 13 | 227 W MONROE ST STE 5200 CHICAGO, IL 60606 | $2K |
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 | 583 | 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) | 583 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DENTIST DIRECT, LLC | 359 | $182K |
| Vision | DENTIST DIRECT, LLC | 359 | $182K |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 523 | $245K |
| Short-term disability(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 523 | $245K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 523 | $211K |
| Prescription drug | MOTIVHEALTH INSURANCE CO | 915 | $2.7M |
| Stop-loss / reinsurancereinsurance | MOTIVHEALTH INSURANCE CO | 915 | $2.7M |
| Other(2 contracts, 2 carriers) | HEALTHIEST YOU | 583 | $49K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 915 | — |
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."
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.