Leavitt Group Insur Advisors Inc
Salt Lake City, UT
Leavitt Group Insur Advisors Inc of Salt Lake City, UT is the broker of record on 57 Form 5500 Schedule A filings covering 37 employer benefit plans across 11 states, with $394 in reported broker commissions (plan year 2025).
Quick answer
Leavitt Group Insur Advisors Inc (Salt Lake City, UT) is the broker of record for 37 employer benefit plan sponsors on 57 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Leavitt Group Insur Advisors Inc have?
- Leavitt Group Insur Advisors Inc is named as broker on Form 5500 Schedule A filings for 37 distinct plan sponsors in 11 states.
- Who are Leavitt Group Insur Advisors Inc's largest employer clients?
- By plan participants, the largest include Bamboo Hr, LLC (1,466 participants), Medcare Equipment Company LLC (271 participants) and Joni And Friends (212 participants).
- How much does Leavitt Group Insur Advisors Inc earn in commissions?
- Insurers reported $394 in broker commissions and $78,038 in fees paid to Leavitt Group Insur Advisors Inc for plan year 2025, per Schedule A Part 1.
- Where is Leavitt Group Insur Advisors Inc located?
- Leavitt Group Insur Advisors Inc is based in Salt Lake City, UT and has employer clients in 11 states.
- How does Leavitt Group Insur Advisors Inc rank among benefits brokers in Utah?
- Leavitt Group Insur Advisors Inc ranks #6 by employer clients among the 50 most active benefits brokers based in Utah.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Leavitt Group Insur Advisors 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 |
|---|---|---|---|
| Bamboo Hr, LLC | UT | 1,466 | 2024-12-31 |
| Medcare Equipment Company LLC | PA | 271 | 2025-12-31 |
| Joni And Friends | CA | 212 | 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.