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Benefits Intelligence/Broker Directory/Utah

Perry Financial Group Dba Pfg Ins

Draper, UT

Perry Financial Group Dba Pfg Ins of Draper, UT is the broker of record on 7 Form 5500 Schedule A filings covering 3 employer benefit plans, with $74,745 in reported broker commissions (plan year 2017).

Employer clients
3
distinct plan sponsors
Schedule A filings
7
States served
1
Reported commissions
$74,745
plan year 2017
Reported fees
$70,994

Employer clients

Plan sponsors naming Perry Financial Group Dba Pfg Ins 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
Mountain Country Foods LLCUT4002017-12-31
The Road HomeUT1512014-12-31
Usw District 12 Local 1654 At Mcwane Ductile - Utah DivisionUT1352016-12-31

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.