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Benefits Intelligence/Broker Directory/Utah

Moreton & Company - Mark Davis

Salt Lake City, UT

Moreton & Company - Mark Davis of Salt Lake City, UT is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans, with $82,670 in reported broker commissions (plan year 2016).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
1
Reported commissions
$82,670
plan year 2016
Reported fees
$12,670

Employer clients

Plan sponsors naming Moreton & Company - Mark Davis 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
Overstock.Com Welfare Benefits PlanUT1,0072010-04-30
Team Karl Malone Welfare PlansUT2922017-02-28

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.

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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.