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Benefits Intelligence/Broker Directory/Utah

Joanie Hardcastle

Murray, UT

Joanie Hardcastle of Murray, UT is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $99,723 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$99,723
plan year 2025
Reported fees
$5,386

Quick answer

Joanie Hardcastle (Murray, UT) is the broker of record for 2 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Joanie Hardcastle have?
Joanie Hardcastle is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Joanie Hardcastle's largest employer clients?
By plan participants, the largest include Utah Trucking Association (584 participants) and Utah Nonprofits Association (428 participants).
How much does Joanie Hardcastle earn in commissions?
Insurers reported $99,723 in broker commissions and $5,386 in fees paid to Joanie Hardcastle for plan year 2025, per Schedule A Part 1.
Where is Joanie Hardcastle located?
Joanie Hardcastle is based in Murray, UT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Joanie Hardcastle 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
Utah Trucking AssociationUT5842025-12-31
Utah Nonprofits AssociationUT4282025-12-31

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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)
  • Fred A. Moreton & Company: 80 employer clients, $2,896,477 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)

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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.