| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES OF UTAH | 3900 NORTH TRAVERSE MOUNTAIN BOULEVARD, SUITE 301 LEHI, UT 84043 | SELECTHEALTH | $51K | $23K | $74K | 3.20% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES COLORADO | 10807 NEW ALLEGIANCE DRIVE SUITE 515 COLORADO SPRINGS, CO 80921 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $102 | $12K | 4.32% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES, INC. | 1250 SOUTH CAPITAL OF TEXAS HIGHWAY SUITE 125 BUILDING 2 AUSTIN, TX 78746 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $0 | $2K | 0.89% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES COLORADO | 7350 CAMPUS DRIVE, SUITE 100 COLORADO SPRINGS, CO 80920 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $16K | $943 | $17K | 13.51% |
| CUSTOM INSURANCE SPECIALISTS INC3 | 886 EAST 3200 N KAMAS, UT 84036 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $287 | $3K | 6.74% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORPORATE SERVICES COLORADO | 7350 CAMPUS DRIVE, SUITE 100 COLORADO SPRINGS, CO 80920 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 2.84% |
| DESIREE ROBERTSON3 | 5691 SOUTH STONE BLUFF WAY TAYLORSVILLE, UT 84118 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $86 | $1K | 2.69% |
| JILL HUGHES3 | 6410 TAMARA DRIVE SALT LAKE CITY, UT 84129 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $491 | $59 | $550 | 1.08% |
| CBIZ BENEFITS & INSURANCE SERVICES3 Filed as: CBIZ BENEFITS AND INS. SPECIALISTS | 19 EAST 200 SOUTH SALT LAKE CITY, UT 84111 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $461 | $0 | $461 | 0.91% |
| MJ INSURANCE3 Filed as: MARJORIE TORMAN AND VARIOUS AGENTS | PO BOX 1061 EDEN, UT 84310 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $419 | $0 | $419 | 0.83% |
| PATTI A VINCENT3 Filed as: PATTI A. VINCENT | 3489 WEST 10305 SOUTH SOUTH JORDAN, UT 84095 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $302 | $0 | $302 | 0.60% |
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 | 358 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 12 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 371 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | SELECTHEALTH | 1,818 | $2.3M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 904 | $268K |
| Life insurance | UNUM LIFE INSURANCE COMPANY OF AMERICA | 357 | $126K |
| Short-term disability | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | 64 | $51K |
| Long-term disability | UNUM LIFE INSURANCE COMPANY OF AMERICA | 357 | $126K |
| Prescription drug | SELECTHEALTH | 1,818 | $2.3M |
| Other(2 contracts, 2 carriers) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 357 | $176K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,818 | — |
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.