PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SQUIRE & COMPANY

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 87-0343246

SQUIRE & COMPANY

1329 SOUTH 800 EAST · OREM, UT 84097
8012282065
Plans filed
1
Years active
2021–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.0M
No prior year
Persons covered
188
No prior year
Total participants
219
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.0M
SQUIRE & CO. WELFARE BENEFIT PLAN
Fully insured188 covered·2 carriers
Primary: REGENCE BLUECROSS BLUESHIELD OF UTAH

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.7M63.6%
Dental$258K6.1%
Vision$258K6.1%
Life$258K6.1%
Short-term disability$258K6.1%
Long-term disability$258K6.1%
Other$258K6.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 870200138
H
$2.7M91.3%11160
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$258K8.7%11188

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GBS BENEFITS INSURANCE AGENCYSALT LAKE CITY, UTREGENCE BLUECROSS BLUESHIELD OF UTAH$102K$4K$105K78.2%1
GBS BENEFITS INCSALT LAKE CITY, UTTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$20K$8K$28K20.5%1
BRITE BENEFITS INCSALT LAKE CITY, UTTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2K$0$2K1.3%1

History & trajectory

5 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica