Form 5500 · Employee benefit plan · ST. GEORGE, UT
ANTHONY WADE, INC.
The filing calls this plan STEPHEN WADE AUTO CENTERS WELFARE BENEFIT PLAN.
ANTHONY WADE, INC. of ST. GEORGE, UT insures dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is GOLDENWEST INSURANCE SERVICES. Coverage is written through STARMOUNT LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-0393205 · plan 503 · plan year 2025, filed Jul 1, 2026
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699 other employer plans in Utah have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering dental, vision, life and disability; the largest, with STARMOUNT LIFE INSURANCE COMPANY, covers 370 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $615,021, with $70,931 in disclosed broker commissions — about 12% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
GOLDENWEST INSURANCE SERVICES is the broker of record on all 2 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| STARMOUNT LIFE INSURANCE COMPANY | Dental, Vision | 370 | Jan 1, 2026 | $346,420 | $36,619 |
| PRINCIPAL LIFE INSURANCE COMPANY | Vision, Life, Disability | 1,126 | Jan 1, 2026 | $268,601 | $34,312 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Reported to OSHA
Reported to OSHA for 2025: 391 employees, 9 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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Renewal calendar
699 other employer plans in Utah are January 1 renewals (policy year ends December).
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