| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STONE HILL & ASSOC INS BRK INC | 257 EAST 200 SOUTH 100 SALT LAKE CITY, UT 84111 | SELECT HEALTH | $20K | — | $20K | — |
| WORKMAN INSURANCE GROUP Filed as: WORKMAN INSURANCE GROUP, LLC | PO BOX 901298 SANDY, UT 84090 | AMALGAMATED LIFE | $1K | — | $1K | — |
| WORKMAN INSURANCE GROUP | 8648 ALTA COVE DRIVE SANDY, UT 84093 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $849 | — | $849 | — |
| WORKMAN INSURANCE GROUP | 8648 S ALTA COVE DRIVE SANDY, UT 84093 | HEALTHIEST YOU | $752 | — | $752 | — |
| WORKMAN INSURANCE GROUP | PO BOX 69 VERNON, UT 84080 | COMPANION LIFE INS CO GROUP DENTAL INDEMNITY PLAN | $4K | — | $4K | — |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| LAURA K. SMITH EIN 57-2934724 UNION MEMBER | Employee (plan) Service code 30 | 3878 HALLMARK DRIVE WEST VALLEY CITY, UT 84119 | $53K |
| DAN HUTTEN UNION MEMBER | Plan Administrator Service code 14 | 173 Q STREET SALT LAKE CITY, UT 84103 | $34K |
| PRODUCER HUB LLC EIN 81-4085424 CONSULTANT | Consulting (general) Service code 16 | 1555 E ORANGEWOOD AVE PHOENIX, AZ 85020 | $13K |
| REGIONAL CARE INC EIN 47-0760050 TPA | Claims processing Service code 12 | 905 WEST 27 STREET SCOTTSBLUFF, NE 69361 | $6K |
| APEX MANAGEMENT GROUP I INC EIN 81-3118638 CONSULTANT | Consulting (general) Service code 16 | PO BOX 63 CLARENDON HILLS, IL 60514 | $6K |
| KIMBERLY ANTRY EIN 52-4695996 UNION MEMBER | Employee (plan) Service code 30 | 880 HALSTEAD DRIVE NORTH SALT LAKE, UT 84054 | $950 |
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 | 887 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 887 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | SELECT HEALTH | 85 | $0 |
| Dental | COMPANION LIFE INS CO GROUP DENTAL INDEMNITY PLAN | 126 | $0 |
| Life insurance(2 contracts, 2 carriers) | AMALGAMATED LIFE | 111 | $0 |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 126 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.