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Sponsor portfolioWelfare / HealthEIN 87-0218394

FRED A. MORETON & COMPANY

101 SOUTH 200 EAST, SUITE 300 · SALT LAKE CITY, UT 84111
8017157085
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$3.9M
No prior year
Persons covered
530
No prior year
Total participants
255
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.9M
FRED A. MORETON HEALTH PLANS
Fully insured530 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.3M39.3%
Prescription drug$3.3M39.3%
Dental$378K4.5%
Vision$378K4.5%
Short-term disability$378K4.5%
Other$242K2.9%
Life$219K2.6%
Long-term disability$219K2.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$3.3M84.2%11393
TOWN & COUNTRY LIFE INSURANCE COMPANY
EIN 751022783
DVSTD
$378K9.6%11530
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$219K5.6%11273
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
Oth
$13K0.3%11255
BLOMQUIST HALE CONSULTING
EIN 870462684
Oth
$11K0.3%11193

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MORETON & COMPANYSALT LAKE CITY, UTUNITEDHEALTHCARE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT$0$9K$9K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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