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Benefits Intelligence/Broker Directory/Utah

Firstwest Benefit Solutions

Orem, UT

Firstwest Benefit Solutions of Orem, UT is the broker of record on 85 Form 5500 Schedule A filings covering 34 employer benefit plans across 4 states, with $2,190,514 in reported broker commissions (plan year 2017).

Employer clients
34
distinct plan sponsors
Schedule A filings
85
States served
4
Reported commissions
$2,190,514
plan year 2017
Reported fees
$672,614

Employer clients

Plan sponsors naming Firstwest Benefit Solutions 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
Henry Schein, Inc.NY6,3412015-12-31
Skf Usa Inc.PA2,8372012-12-31
Dealertrack Holdings, Inc.NY1,1282010-12-31
31 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.