Form 5500 · Employee benefit plan · MIDVALE, UT
BAMBOO IDE8 INSURANCE SERVICES LLC
The filing calls this plan BAMBOO IDE8 INSURANCE SERVICES LLC WELFARE BENEFIT PLAN.
BAMBOO IDE8 INSURANCE SERVICES LLC of MIDVALE, UT insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is BUCKNER PARTNERS, LLC. Coverage is written through PRINCIPAL 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 82-3549208 · plan 501 · plan year 2025, filed Aug 3, 2026
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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.
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 health, dental, vision, life and disability; the largest, with PRINCIPAL LIFE INSURANCE COMPANY, covers 241 people.
Reported premium across the insured contracts is $284,119, with $30,350 in disclosed broker commissions — about 11% 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.
BUCKNER PARTNERS, LLC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: PRINCIPAL LIFE INSURANCE COMPANY and HARTFORD LIFE AND ACCIDENT.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Health, Dental, Vision, Disability | 241 | Jan 1, 2026 | $208,671 | $19,295 |
| HARTFORD LIFE AND ACCIDENT | Life | 228 | Jan 1, 2026 | $75,448 | $11,055 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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