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Benefits Intelligence/Broker Directory/Utah

Moreton & Company

Salt Lake City, UT

Moreton & Company of Salt Lake City, UT is the broker of record on 120 Form 5500 Schedule A filings covering 82 employer benefit plans across 11 states, with $4,249,642 in reported broker commissions (plan year 2025).

Employer clients
82
distinct plan sponsors
Schedule A filings
120
States served
11
Reported commissions
$4,249,642
plan year 2025
Reported fees
$824,729

Employer clients

Plan sponsors naming Moreton & Company 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
National Technology & Engineering Solutions Of Sandia, LLCNM16,7622024-12-31
Fast Enterprises, LpCO4,0382025-12-31
Harmons Employee Welfare Benefit Plan TrUT3,6712024-12-31
79 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.