Benefits broker of record · SAIL LAKE CITY, UT
MORETON & COMPANY
MORETON & COMPANY of SAIL LAKE CITY, UT is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 5 offices of MORETON & COMPANY.
Book profile
MORETON & COMPANY brokers 2 insured contracts for 1 employer, all in Utah.
Dental is the largest line (1 contract), followed by vision (1).
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC writes the most contracts in the book (1, about 50%); VISION SERVICE PLAN follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC1
- VISION SERVICE PLAN1
Counted by each employer's own state. Largest first.
- Utah2
Contracts by line.
dental 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| THE OCD & ANXIETY TREATMENT CENTER | BOUNTIFUL, UT | EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC | Jan 1FY2024 |
| THE OCD & ANXIETY TREATMENT CENTER | BOUNTIFUL, UT | VISION SERVICE PLAN | Jan 1FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)
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