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Benefits Intelligence/Broker Directory/Utah

Patti A Vincent

South Jordan, UT

Patti A Vincent of South Jordan, UT is the broker of record on 23 Form 5500 Schedule A filings covering 16 employer benefit plans across 4 states, with $406 in reported broker commissions (plan year 2025).

Employer clients
16
distinct plan sponsors
Schedule A filings
23
States served
4
Reported commissions
$406
plan year 2025

Quick answer

Patti A Vincent (South Jordan, UT) is the broker of record for 16 employer benefit plan sponsors on 23 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Patti A Vincent have?
Patti A Vincent is named as broker on Form 5500 Schedule A filings for 16 distinct plan sponsors in 4 states.
Who are Patti A Vincent's largest employer clients?
By plan participants, the largest include Paragon Industries Inc (1,070 participants), Reliable Medical Supply LLC (542 participants) and Silac Insurance Company (321 participants).
How much does Patti A Vincent earn in commissions?
Insurers reported $406 in broker commissions paid to Patti A Vincent for plan year 2025, per Schedule A Part 1.
Where is Patti A Vincent located?
Patti A Vincent is based in South Jordan, UT and has employer clients in 4 states.
How does Patti A Vincent rank among benefits brokers in Utah?
Patti A Vincent ranks #15 by employer clients among the 50 most active benefits brokers based in Utah.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Patti A Vincent 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
Paragon Industries IncCA1,0702024-12-31
Reliable Medical Supply LLCMN5422024-12-31
Silac Insurance CompanyUT3212025-12-31
13 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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)

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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.