Fundz
Fundz
Benefits Intelligence/Broker Directory/Utah

Custom Insurance Specialists Inc

Kamas, UT

Custom Insurance Specialists Inc of Kamas, UT is the broker of record on 19 Form 5500 Schedule A filings covering 12 employer benefit plans, with $19,069 in reported broker commissions (plan year 2025).

Employer clients
12
distinct plan sponsors
Schedule A filings
19
States served
1
Reported commissions
$19,069
plan year 2025
Reported fees
$1,349

Quick answer

Custom Insurance Specialists Inc (Kamas, UT) is the broker of record for 12 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Custom Insurance Specialists Inc have?
Custom Insurance Specialists Inc is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors.
Who are Custom Insurance Specialists Inc's largest employer clients?
By plan participants, the largest include 4life Research, LLC (337 participants), Silac Insurance Company (321 participants) and Sunrise Engineering, LLC Employee Benef (298 participants).
How much does Custom Insurance Specialists Inc earn in commissions?
Insurers reported $19,069 in broker commissions and $1,349 in fees paid to Custom Insurance Specialists Inc for plan year 2025, per Schedule A Part 1.
Where is Custom Insurance Specialists Inc located?
Custom Insurance Specialists Inc is based in Kamas, UT.
How does Custom Insurance Specialists Inc rank among benefits brokers in Utah?
Custom Insurance Specialists Inc ranks #19 by employer clients among the 50 most active benefits brokers based in Utah.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Custom Insurance Specialists Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
4life Research, LLCUT3372024-12-31
Silac Insurance CompanyUT3212025-12-31
Sunrise Engineering, LLC Employee BenefUT2982025-12-31
9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Other benefits brokers in Utah

  • Gbs Benefits Inc: 200 employer clients, $21,827,558 reported commissions (South Salt Lake)
  • Mgis: 120 employer clients, $276 reported commissions (Salt Lake City)
  • Moreton & Company: 87 employer clients, $4,887,605 reported commissions (Salt Lake City)
  • Fred A. Moreton & Company: 80 employer clients, $2,896,477 reported commissions (Salt Lake City)
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  • Employee Choice Solutions: 35 employer clients, $474,313 reported commissions (Salt Lake City)
  • Diversified Insurance Group: 31 employer clients, $442,280 reported commissions (Salt Lake City)

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.