Stephanie Coltrin
Salt Lake City, UT
Stephanie Coltrin of Salt Lake City, UT is the broker of record on 7 Form 5500 Schedule A filings covering 6 employer benefit plans, with $5,243 in reported broker commissions (plan year 2025).
Quick answer
Stephanie Coltrin (Salt Lake City, UT) is the broker of record for 6 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Stephanie Coltrin have?
- Stephanie Coltrin is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors.
- Who are Stephanie Coltrin's largest employer clients?
- By plan participants, the largest include Novarad Corporation (415 participants), Wittwer Inc. Dba Boulevard Home Furnishings (260 participants) and The Road Home (221 participants).
- How much does Stephanie Coltrin earn in commissions?
- Insurers reported $5,243 in broker commissions and $71 in fees paid to Stephanie Coltrin for plan year 2025, per Schedule A Part 1.
- Where is Stephanie Coltrin located?
- Stephanie Coltrin is based in Salt Lake City, UT.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Stephanie Coltrin 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 |
|---|---|---|---|
| Novarad Corporation | UT | 415 | 2024-12-31 |
| Wittwer Inc. Dba Boulevard Home Furnishings | UT | 260 | 2025-04-30 |
| The Road Home | UT | 221 | 2025-12-31 |
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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.