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Benefits Intelligence/Broker Directory/Utah

Todd Mathew Schlappi

Lehi, UT

Todd Mathew Schlappi of Lehi, UT is the broker of record on 21 Form 5500 Schedule A filings covering 12 employer benefit plans across 4 states, with $29,231 in reported broker commissions (plan year 2014).

Employer clients
12
distinct plan sponsors
Schedule A filings
21
States served
4
Reported commissions
$29,231
plan year 2014
Reported fees
$9,540

Employer clients

Plan sponsors naming Todd Mathew Schlappi 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
Cirque Du Soleil U.S., Inc.NV8112009-12-31
C. Martin Company, Inc.NV5012009-12-31
Credit One Bank, National AssociationNV4052009-12-31
9 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.