| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| FIRST WEST BENEFIT SOLUTIONS3 Filed as: FIRST WEST BENEFIT SOLUTIONS, INC. | 1139 S OREM BLVD OREM, UT 840586976 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $8K | $19K | 1.81% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INS SERVICES INC | 1250 S CAPITAL OF TEXAS HWY BLDG 2 AUSTIN, TX 787466446 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $12 | $8K | 0.82% |
| HCC LIFE INSURANCE COMPANY3 | 225 TOWNPARK DRIVE, SUITE 350 KENNESAW, GA 301445509 | HCC LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| FIRST WEST BENEFIT SOLUTIONS3 | 1139 S OREM BLVD OREM, UT 84058 | HARTFORD LIFE AND ACCIDENT | $48K | $0 | $48K | 10.00% |
| ELYLE GRANT SWENSON3 | 7 WEST MAGELLAN LANE ELK RIDGE, UT 84651 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $724 | $7K | 11.63% |
| FIRST WEST BENEFIT SOLUTIONS3 | 1139 S OREM BLVD OREM, UT 84059 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3K | $184 | $3K | 5.81% |
| TIM VINCENT INS AGY INC3 | 3489 WEST 10305 SOUTH SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $689 | $184 | $873 | 1.47% |
| PATTI A VINCENT3 Filed as: PATTI A. VINCENT | 3489 WEST 10305 SOUTH SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $429 | $0 | $429 | 0.72% |
| CUSTOM INSURANCE SPECIALISTS INC3 Filed as: CUSTOM INSURANCE SPECIALISTS, INC. | 886 E 3200 N KAMAS, UT 84036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $13 | $2 | $15 | 0.03% |
| SHERRIE M HOPKINS INS AGCY LUTCF,PC3 Filed as: SHERRIE M HOPKINS INS AGCY LUTCF, P | 5782 SOUTH 900 EAST MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $5 | $12 | 0.02% |
| MDT GROUP LLC3 | 4588 GREENBROOK COURT TAYLORSVILLE, UT 84123 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $7 | $0 | $7 | 0.01% |
| ASHLEY ANDERSON3 | 5818 S 900 E MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $1 | $6 | 0.01% |
| ALTURA BENEFITS LLC3 | 428 E WINCHESTER SALT LAKE CITY, UT 84107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.01% |
| PAM ANDERSON & ASSOCIATES INC3 Filed as: PAM ANDERSON & ASSOCIATES INC. | 5818 S 900 E MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.00% |
| FIRST WEST BENEFIT SOLUTIONS3 | 1139 S OREM BLVD OREM, UT 84058 | EYE MED | $4K | $0 | $4K | 7.43% |
| FIRST WEST BENEFIT SOLUTIONS3 | 1139 S OREM BLVD OREM, UT 84058 | EYE MED | $458 | $0 | $458 | 2.75% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES (UT), INC. | 1139 S OREM BLVD OREM, UT 84058 | SELECTHEALTH | — | — | $0 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ALTIUS HEALTH PLAN EIN 87-0345631 CLAIMS ADMINISTRATOR | Plan Administrator Service code 14 | 750 PRIDES CROSSING, SUITE 200 NEWARK, DE 19713 | $350K |
| SELECTHEALTH EIN 87-0409820 CONTRACT ADMINISTRATOR | Claims processing Service code 12 | 5381 GREEN ST MURRAY, UT 84123 | $298K |
| FIRST WEST BROKERAGE SERVICES BROKER | Insurance agents and brokers Service code 22 | 1139 SOUTH OREM BLVD. OREM, UT 84058 | $116K |
| TOTAL ADMINISTRATIVE SERVICES CORPO EIN 39-1561025 ADMINISTRATIVE SERVICES | Contract Administrator Service code 13 | 2302 INTERNATIONAL LANE MADISON, WI 53704 | $9K |
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 | 835 | 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) | 835 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | HCC LIFE INSURANCE COMPANY | 833 | $924K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 2,325 | $1.0M |
| Vision(2 contracts) | EYE MED | 1,092 | $74K |
| Life insurance(2 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 1,228 | $538K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,325 | — |
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.