| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MORETON & COMPANY3 Filed as: FRED A. MORETON AND COMPANY | P.O. BOX 58139 SALT LAKE CITY, UT 84158 | UNITED HEALTH CARE INSURANCE CO | — | — | $0 | 0.00% |
| MORETON & COMPANY3 Filed as: MORTON & COMPANY | P.O. BOX 58139 SALT LAKE CITY, UT 84158 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $5K | — | $5K | 15.00% |
| MORETON & COMPANY3 | P.O. BOX 58139 SALT LAKE CITY, UT 84158 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| MORETON & COMPANY3 Filed as: FRED A. MORETON AND COMPANY | P.O. BOX 58139 SALT LAKE CITY, UT 84158 | VISION SERVICE PLAN | $939 | — | $939 | 6.14% |
| SHERRIE M HOPKINS INS AGCY LUTCF,PC3 | 5818 SOUTH 900 EAST UNIT 1 MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $967 | $331 | $1K | 10.05% |
| MORETON & COMPANY Filed as: FRED A. MORETON AND COMPANY | P.O. BOX 58139 SALT LAKE CITY, UT 84158 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $560 | $41 | $601 | 4.65% |
| TIM VINCENT INS AGY INC Filed as: TIM VINCENT INS AGY INC. | 1124 W SOUTH JORDAN PKWY SALT LAKE CITY, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $64 | $3 | $67 | 0.52% |
| PATTI A VINCENT | 3489 WEST 10305 SOUTH SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $62 | $0 | $62 | 0.48% |
| VOLUNTARY SOLUTIONS INC Filed as: VOLUNTARY SOLUTIONS INC. | 195 TELLURIDE STREET BRIGHTON, CO 80601 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5 | $0 | $5 | 0.04% |
| PAM ANDERSON & ASSOCIATES INC Filed as: PAM ANDERSON & ASSOCIATES INC. | 5818 SOUTH 900 EAST UNIT 1 MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.02% |
| RICHARD K JOHNSON | 684 EAST VINE STREET MURRAY, UT 84107 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2 | $0 | $2 | 0.02% |
| CUSTOM INSURANCE SPECIALISTS INC Filed as: CUSTOM INSURANCE SPECIALISTS INC. | 886 E 3200 N KAMAS, UT 84036 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $0 | $1 | 0.01% |
| MORETON & COMPANY3 | P.O. BOX 58139 SALT LAKE CITY, UT 841580139 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2K | — | $2K | 15.00% |
| MORETON & COMPANY3 | P.O. BOX 58139 SALT LAKE CITY, UT 84158 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $818 | — | $818 | 12.71% |
| MORETON & COMPANY3 | P.O. BOX 58139 SALT LAKE CITY, UT 84158 | SELECT BENEFITS GROUP INC., DBA DENTAL SELECT | $2K | — | $2K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. EIN 41-1289245 CLAIMS PROCESSOR | Claims processing; Other services; Other commissions Service code 12 | — | $166K |
| FRED A MORTON & COMPANY EIN 87-0218394 BROKER | Other commissions Service code 55 | PO BOX 58139 SALT LAKE CITY, UT 841580139 | $0 |
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 | 164 | 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) | 164 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | SELECT BENEFITS GROUP INC., DBA DENTAL SELECT | 148 | $0 |
| Vision | VISION SERVICE PLAN | 82 | $15K |
| Life insurance(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 170 | $51K |
| Long-term disability(2 contracts) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 45 | $29K |
| Stop-loss / reinsurancereinsurance | UNITED HEALTH CARE INSURANCE CO | 484 | $215K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 484 | — |
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.