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Benefits Intelligence/Broker Directory/Utah

Universal Benefit Ins Agy

Saint George, UT

Universal Benefit Ins Agy of Saint George, UT is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $29 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$29
plan year 2025

Quick answer

Universal Benefit Ins Agy (Saint George, UT) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Universal Benefit Ins Agy have?
Universal Benefit Ins Agy is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Universal Benefit Ins Agy's largest employer clients?
By plan participants, the largest include Warner Pacific Insurance Services Inc (522 participants) and Behavioral Health Services Inc (405 participants).
How much does Universal Benefit Ins Agy earn in commissions?
Insurers reported $29 in broker commissions paid to Universal Benefit Ins Agy for plan year 2025, per Schedule A Part 1.
Where is Universal Benefit Ins Agy located?
Universal Benefit Ins Agy is based in Saint George, UT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Universal Benefit Ins Agy 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
Warner Pacific Insurance Services IncCA5222025-12-31
Behavioral Health Services IncCA4052025-06-30

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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.