Moreton & Company
Salt Lake City, UT
Moreton & Company of Salt Lake City, UT is the broker of record on 142 Form 5500 Schedule A filings covering 87 employer benefit plans across 11 states, with $4,887,605 in reported broker commissions (plan year 2025).
Quick answer
Moreton & Company (Salt Lake City, UT) is the broker of record for 87 employer benefit plan sponsors on 142 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Moreton & Company have?
- Moreton & Company is named as broker on Form 5500 Schedule A filings for 87 distinct plan sponsors in 11 states.
- Who are Moreton & Company's largest employer clients?
- By plan participants, the largest include National Technology & Engineering Solutions Of Sandia, LLC (15,704 participants), Fast Enterprises, Lp (4,038 participants) and Harmons Employee Welfare Benefit Plan Tr (3,714 participants).
- How much does Moreton & Company earn in commissions?
- Insurers reported $4.9 million in broker commissions and $1 million in fees paid to Moreton & Company for plan year 2025, per Schedule A Part 1.
- Where is Moreton & Company located?
- Moreton & Company is based in Salt Lake City, UT and has employer clients in 11 states.
- How does Moreton & Company rank among benefits brokers in Utah?
- Moreton & Company ranks #3 by employer clients among the 50 most active benefits brokers based in Utah.
Source: Fundz verified event record.
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.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| National Technology & Engineering Solutions Of Sandia, LLC | NM | 15,704 | 2025-12-31 |
| Fast Enterprises, Lp | CO | 4,038 | 2025-12-31 |
| Harmons Employee Welfare Benefit Plan Tr | UT | 3,714 | 2025-12-31 |
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Other benefits brokers in Utah
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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.