Leavitt Group Insurance Advisors
Salt Lake City, UT
Leavitt Group Insurance Advisors of Salt Lake City, UT is the broker of record on 16 Form 5500 Schedule A filings covering 11 employer benefit plans across 7 states, with $26,806 in reported broker commissions (plan year 2025).
Quick answer
Leavitt Group Insurance Advisors (Salt Lake City, UT) is the broker of record for 11 employer benefit plan sponsors on 16 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Leavitt Group Insurance Advisors have?
- Leavitt Group Insurance Advisors is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 7 states.
- Who are Leavitt Group Insurance Advisors's largest employer clients?
- By plan participants, the largest include Smith Power Products Inc. (226 participants), Santa Barbara Neighborhood Clinics (198 participants) and The Tire Guys (187 participants).
- How much does Leavitt Group Insurance Advisors earn in commissions?
- Insurers reported $26,806 in broker commissions and $568,785 in fees paid to Leavitt Group Insurance Advisors for plan year 2025, per Schedule A Part 1.
- Where is Leavitt Group Insurance Advisors located?
- Leavitt Group Insurance Advisors is based in Salt Lake City, UT and has employer clients in 7 states.
- How does Leavitt Group Insurance Advisors rank among benefits brokers in Utah?
- Leavitt Group Insurance Advisors ranks #24 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 Insurance Advisors 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 |
|---|---|---|---|
| Smith Power Products Inc. | UT | 226 | 2024-12-31 |
| Santa Barbara Neighborhood Clinics | CA | 198 | 2025-11-30 |
| The Tire Guys | MT | 187 | 2024-12-31 |
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 walkthroughKnow 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.
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)
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.