Form 5500 · Employee benefit plan · SALT LAKE CITY, UT
SUNDANCE HOLDINGS GROUP, LLC
The filing calls this plan SUNDANCE HOLDINGS GROUP, LLC HEALTH & WELFARE PLAN.
SUNDANCE HOLDINGS GROUP, LLC of SALT LAKE CITY, UT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is GBS BENEFITS INC.. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-1130359 · plan 503 · plan year 2024, filed Aug 12, 2024
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42 other employer plans in Utah have policy years ending in March. 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.
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 5 insured contracts covering health, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 691 people.
Reported premium across the insured contracts is $4,508,845, with $25,978 in disclosed broker commissions — about 0.6% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
GBS BENEFITS INC. is the broker of record on 4 of the 5 contracts; the rest name a different broker or none.
Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 691 | Apr 1, 2024 | $4,267,859 | $8,831 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 89 | Apr 1, 2024 | $40,824 | $6,124 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 324 | Apr 1, 2024 | $59,961 | $4,600 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 324 | Apr 1, 2024 | $75,807 | $3,297 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 324 | Apr 1, 2024 | $64,394 | $3,126 |
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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Renewal calendar
42 other employer plans in Utah are April 1 renewals (policy year ends March).
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