Plansight, Inc.
Lehi, UT
Plansight, Inc. of Lehi, UT is the broker of record on 15 Form 5500 Schedule A filings covering 11 employer benefit plans across 5 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
Plansight, Inc. (Lehi, UT) is the broker of record for 11 employer benefit plan sponsors on 15 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Plansight, Inc. have?
- Plansight, Inc. is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 5 states.
- Who are Plansight, Inc.'s largest employer clients?
- By plan participants, the largest include Essendant (1,579 participants), Telarus LLC (323 participants) and Caddis Capital Management LLC (242 participants).
- Where is Plansight, Inc. located?
- Plansight, Inc. is based in Lehi, UT and has employer clients in 5 states.
- How does Plansight, Inc. rank among benefits brokers in Utah?
- Plansight, Inc. ranks #26 by employer clients among the 50 most active benefits brokers based in Utah.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Plansight, Inc. 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 |
|---|---|---|---|
| Essendant | IL | 1,579 | 2025-12-31 |
| Telarus LLC | UT | 323 | 2024-12-31 |
| Caddis Capital Management LLC | UT | 242 | 2025-09-30 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow 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.
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)
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.