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RENEWAL REPORT · UPDATED AUGUST 2026

Utah renews on the record.

Built from public Form 5500 Schedule A filings: every Utah employer with a 100–500 life group health plan, the broker of record, the month the plan renews, and what the incumbent was paid.

25
EMPLOYERS · 100–500 LIVES
$2,153,385
DISCLOSED COMMISSIONS
$484,606
DISCLOSED FEES
01 — BUSIEST RENEWAL MONTHS
01January32 PLANS
02October5 PLANS
03December1 PLANS
02 — MOST COMMON INCUMBENT BROKERS
01Pcf Insurance Services11 PLANS
02Gis Benefits10 PLANS
03Trucordia Insurance Services9 PLANS
04Beehive Insurance9 PLANS
05Gbs Benefits4 PLANS
03 — FROM THIS MONTH'S FILE
01Tom Stuart ConstructionNORTH SALT LAKE · 113 LIVES · RENEWS SEPTEMBER · BROKER + COMMISSION IN THE FILE
02Caddis Capital ManagementDRAPER · 242 LIVES · RENEWS OCTOBER · BROKER + COMMISSION IN THE FILE
03Kimball Management CorporationSALT LAKE CITY · 190 LIVES · RENEWS OCTOBER · BROKER + COMMISSION IN THE FILE
Get the Utah sample — twenty employers, free

One email, no forms. Twenty Utah employers with the incumbent broker, renewal month, and disclosed commission on each.