| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 6330 S 3000 E STE 670 SALT LAKE CITY, UT 84121 | UNITED HEALTHCARE INSURANCE COMPANY | -$4K | $59K | $55K | 3.10% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 6330 SOUTH 3000 EAST STE 670 SALT LAKE CITY, UT 84121 | STANDARD INSURANCE COMPANY | $2K | — | $2K | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 6330 SOUTH 3000 EAST STE 670 SALT LAKE CITY, UT 84121 | STANDARD INSURANCE COMPANY | $2K | — | $2K | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 6330 SOUTH 3000 EAST STE 670 SALT LAKE CITY, UT 84121 | STANDARD INSURANCE COMPANY | $2K | — | $2K | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 6330 SOUTH 3000 EAST STE 670 SALT LAKE CITY, UT 84121 | STANDARD INSURANCE COMPANY | $578 | — | $578 | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC. | TWO PIERCE PLANCE ITASCA, IL 601433141 | STANDARD INSURANCE COMPANY | $385 | — | $385 | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 6330 SOUTH 3000 EAST STE 670 SALT LAKE CITY, UT 84121 | STANDARD INSURANCE COMPANY | $385 | — | $385 | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | TWO PIERCE PLACE 14TH FLOOR ITASCA, IL 60143 | STANDARD INSURANCE COMPANY | $257 | — | $257 | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | 6330 SOUTH 3000 EAST STE 670 SALT LAKE CITY, UT 84121 | STANDARD INSURANCE COMPANY | $175 | — | $175 | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES | TWO PIERCE PLACE 14TH FLOOR ITASCA, IL 60143 | STANDARD INSURANCE COMPANY | $117 | — | $117 | — |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 6330 SO 3000 EAST SUITE 670 SALT LAKE CITY, UT 84121 | REGENCE BLUECROSS BLUESHIELD OF UTAH | $4K | $1K | $5K | — |
| PAM ANDERSON & ASSOCIATES INC3 | 5818 S 900 E MURRAY, UT 84121 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $146 | $2K | — |
| TIM VINCENT INS AGY INC3 | 1124 W SOUTH JORDAN PKWY SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $561 | $82 | $643 | — |
| JEREMY G LINDQUIST3 | 1124 W SOUTH JORDAN PKWY SOUTH JORDAN, UT 84095 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $397 | — | $397 | — |
| STEVEN J FARRINGTON3 | 902 W HALSTEAD DR NORTH SALT LAKE, UT 84054 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $54 | $10 | $64 | — |
| JILL WHITE3 | 2398 S 1360 W SALT LAKE CITY, UT 84119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $59 | — | $59 | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUECROSS BLUESHIELD OF UTAH EIN 87-0200138 CLAIMS PROCESSING PROVID | Float revenue; Direct payment from the plan; Claims processing Service code 12 | — | $27K |
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 | 439 | 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) | 439 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 468 | $1.8M |
| Life insurance(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 306 | $0 |
| Short-term disability | STANDARD INSURANCE COMPANY | 306 | $0 |
| Long-term disability | STANDARD INSURANCE COMPANY | 306 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 468 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.