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Form 5500 · Employee benefit plan · SALT LAKE CITY, UT

KIRTON MCCONKIE

The filing calls this plan KIRTON MCCONKIE CAFETERIA PLAN.

Public Form 5500 records show how KIRTON MCCONKIE of SALT LAKE CITY, UT, a professional services employer, structures its employee benefits. Its broker of record is GALLAGHER BENEFIT SERVICES. Coverage is written through SELECTHEALTH and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-0375296 · plan 501 · plan year 2025, filed May 27, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

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

Fully insured as reported

The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.

All participants at the start of the year
279
Active at start of year
279
Active at end of year
259
Disclosed commissions
$187,909
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — SELECTHEALTH967 of 279 participants
Dentalinsured — RELIANCE MATRIX294 of 279 participants
Visionnot declared on this filing
Lifedeclared under plan 502
Disabilityinsured — RELIANCE STANDARD LIFE INSURANCE COMPANY259 of 279 participants (93%)

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 3 insured contracts covering health, dental and disability; the largest, with SELECTHEALTH, covers 967 people.

Reported premium across the insured contracts is $7,196,677, with $187,909 in disclosed broker commissions — about 2.6% 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.

GALLAGHER BENEFIT SERVICES is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.

3 carriers appear on the filing, including SELECTHEALTH, RELIANCE STANDARD LIFE INSURANCE COMPANY and RELIANCE MATRIX. SELECTHEALTH writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SELECTHEALTHHealth967Jan 1, 2026$6,915,845$138,281
RELIANCE STANDARD LIFE INSURANCE COMPANYDisability259Jan 1, 2026$280,832$36,508
RELIANCE MATRIXDental294Jan 1, 2026—$13,120

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.

See the filing at the Department of Labor

Administrator and service providers

RELIANCE MATRIX
Claims processing · EIN 36-0883760
$18,880
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

Other plans filed by this employer

How this plan compares

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Renewal calendar

699 other employer plans in Utah are January 1 renewals (policy year ends December).

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