Fred A. Moreton & Company
Salt Lake City, UT
Fred A. Moreton & Company of Salt Lake City, UT is the broker of record on 126 Form 5500 Schedule A filings covering 80 employer benefit plans across 8 states, with $2,899,143 in reported broker commissions (plan year 2025).
Quick answer
Fred A. Moreton & Company (Salt Lake City, UT) is the broker of record for 80 employer benefit plan sponsors on 126 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Fred A. Moreton & Company have?
- Fred A. Moreton & Company is named as broker on Form 5500 Schedule A filings for 80 distinct plan sponsors in 8 states.
- Who are Fred A. Moreton & Company's largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), Harmons Employee Welfare Benefit Plan Tr (3,714 participants) and America First Credit Union (3,184 participants).
- How much does Fred A. Moreton & Company earn in commissions?
- Insurers reported $2.9 million in broker commissions and $1.1 million in fees paid to Fred A. Moreton & Company for plan year 2025, per Schedule A Part 1.
- Where is Fred A. Moreton & Company located?
- Fred A. Moreton & Company is based in Salt Lake City, UT and has employer clients in 8 states.
- How does Fred A. Moreton & Company rank among benefits brokers in Utah?
- Fred A. Moreton & Company ranks #4 by employer clients among the 50 most active benefits brokers based in Utah.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Fred A. Moreton & Company 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 |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| Harmons Employee Welfare Benefit Plan Tr | UT | 3,714 | 2025-12-31 |
| America First Credit Union | UT | 3,184 | 2025-12-31 |
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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)
- Trucordia Insurance Services LLC: 73 employer clients, $1,471,852 reported commissions (Lindon)
- Leavitt Group Insur Advisors Inc: 37 employer clients, $394 reported commissions (Salt Lake City)
- 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)
- D Ann Dabell: 23 employer clients, $81,774 reported commissions (Layton)
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.