How many employer clients does Dave Hall, Inc. have?

Dave Hall, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.

Who are Dave Hall, Inc.'s largest employer clients?

By plan participants, the largest include Mcgrath-Colosimo Ltd (755 participants), The Lodge At Blue Sky (155 participants) and Adams Resources And Energy, Inc.

How much does Dave Hall, Inc. earn in commissions?

Insurers reported $215 in broker commissions paid to Dave Hall, Inc. for plan year 2025, per Schedule A Part 1.

Where is Dave Hall, Inc. located?

Dave Hall, Inc. is based in Highland, UT and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/Utah

Dave Hall, Inc.

Highland, UT

Dave Hall, Inc. of Highland, UT is the broker of record on 3 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $215 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$215

plan year 2025

Quick answer

Dave Hall, Inc. (Highland, UT) is the broker of record for 3 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Dave Hall, Inc. have?: Dave Hall, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Dave Hall, Inc.'s largest employer clients?: By plan participants, the largest include Mcgrath-Colosimo Ltd (755 participants), The Lodge At Blue Sky (155 participants) and Adams Resources And Energy, Inc.
How much does Dave Hall, Inc. earn in commissions?: Insurers reported $215 in broker commissions paid to Dave Hall, Inc. for plan year 2025, per Schedule A Part 1.
Where is Dave Hall, Inc. located?: Dave Hall, Inc. is based in Highland, UT and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

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

Employer	State	Participants	Plan year end
Mcgrath-Colosimo Ltd	IL	755	2024-12-31
The Lodge At Blue Sky	UT	155	2025-12-31
Adams Resources And Energy, Inc.	TX	0	2025-12-31

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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.