Fundz
Fundz
Benefits Intelligence/Broker Directory/Utah

Kurt Holmstead Agency, Inc

American Fork, UT

Kurt Holmstead Agency, Inc of American Fork, UT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $100,456 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$100,456
plan year 2025
Reported fees
$13,174

Quick answer

Kurt Holmstead Agency, Inc (American Fork, UT) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Kurt Holmstead Agency, Inc have?
Kurt Holmstead Agency, Inc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Kurt Holmstead Agency, Inc's largest employer clients?
By plan participants, the largest include Techcyte Inc (117 participants).
How much does Kurt Holmstead Agency, Inc earn in commissions?
Insurers reported $100,456 in broker commissions and $13,174 in fees paid to Kurt Holmstead Agency, Inc for plan year 2025, per Schedule A Part 1.
Where is Kurt Holmstead Agency, Inc located?
Kurt Holmstead Agency, Inc is based in American Fork, UT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Kurt Holmstead Agency, 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
Techcyte IncUT1172025-12-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

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.

Get Strategic →Start nowBook a 15-min walkthrough

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)

All brokers in Utah →

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.