| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MORETON & COMPANY3 | PO BOX 58139 SLC, UT 84158 | SELECTHEALTH | $16K | $5K | $21K | 3.66% |
| MORETON & COMPANY3 | PO BOX 58139 SLC, UT 84158 | SELECTHEALTH | $14K | $5K | $18K | 3.24% |
| MORETON & COMPANY3 | PO BOX 58139 SLC, UT 84158 | SELECTHEALTH | $2K | $535 | $2K | 3.36% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & COMPANY | 101 S 200 E STE 300 SLC, UT 84111 | UNITED OF OMAHA INSURANCE COMPANY | $0 | $3K | $3K | 5.94% |
| MORETON & COMPANY3 | 101 S 200 E STE 300 SLC, UT 84111 | PRINCIPAL LIFE INSURANCE COMPANY | $4K | $0 | $4K | 7.79% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & COMPANY | PO BOX 58139 SLC, UT 84158 | TOWN &COUNTRY LIFE INSURANCE COMPANY | $1K | $0 | $1K | 3.75% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & COMPANY | PO BOX 58139 SLC, UT 84158 | TOWN & COUNTRY LIFE INSURANCE COMPANY | $1K | $0 | $1K | 3.96% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & COMPANY | 101 S 200 E STE 300 SLC, UT 84111 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2K | $1K | $4K | 15.91% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & COMPANY | 709 EAST SOUTH TEMPLE SLC, UT 84102 | TOTAL DENTAL ADMINISTRATORS OF UTAH, INC. | $786 | $0 | $786 | 6.93% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & COMPANY | 709 E SOUTH TEMPLE SALT LAKE, UT 84102 | TOTAL DENTAL ADMINISTRATORS OF UTAH, INC. | $654 | $0 | $654 | 6.68% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & CO | PO BOX 58139 SLC, UT 84158 | OPTICARE OF UTAH | $858 | $0 | $858 | 9.99% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & CO | PO BOX 58139 SLC, UT 84158 | OPTICARE OF UTAH | $613 | $0 | $613 | 9.47% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & COMPANY | PO BOX 58139 SLC, UT 84158 | TOWN & COUNTRY LIFE INSURANCE COMPANY | $108 | $0 | $108 | 3.51% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & COMPANY | 709 E SOUTH TEMPLE SLC, UT 84102 | TOTAL DENTAL ADMINISTRATORS OF UTAH, INC. | $118 | $0 | $118 | 6.13% |
| MORETON & COMPANY3 Filed as: FRED A MORETON & CO | PO BOX 58139 SLC, UT 84158 | OPTICARE OF UTAH | $99 | $0 | $99 | 9.57% |
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 | 351 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 351 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts) | SELECTHEALTH | 201 | $1.2M |
| Dental(6 contracts, 2 carriers) | TOWN &COUNTRY LIFE INSURANCE COMPANY | 124 | $90K |
| Vision(3 contracts) | OPTICARE OF UTAH | 116 | $16K |
| Life insurance(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 391 | $76K |
| Long-term disability | UNITED OF OMAHA INSURANCE COMPANY | 351 | $56K |
| Other | UNITED OF OMAHA LIFE INSURANCE COMPANY | 391 | $24K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 391 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.