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

THE BUCKNER COMPANY, INC.

The filing calls this plan THE BUCKNER COMPANY HEALTH & WELFARE BENEFIT PLAN.

THE BUCKNER COMPANY, INC. 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 AARON LEE SNYDER. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.

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

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-0257010 · plan 501 · plan year 2025, filed Jul 28, 2026

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How this plan is funded

Self-funded as reported

The filing reports a stop-loss contract and no medical premium, which is what a plan that pays its own claims reports.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
134
Active at start of year
134
Active at end of year
131
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthnot declared on this filing
Dentalinsured — PRINCIPAL LIFE INSURANCE COMPANY445 of 134 participants
Visioninsured — PRINCIPAL LIFE INSURANCE COMPANY445 of 134 participants
Lifeinsured — PRINCIPAL LIFE INSURANCE COMPANY445 of 134 participants
Disabilityinsured — PRINCIPAL LIFE INSURANCE COMPANY445 of 134 participants

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 3 insured contracts covering dental, vision, life, disability and stop-loss; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 134 people.

The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The 2 stop-loss contracts report $1,087,637 in premium and $0 in commission. The rest of the premium and commission above is on the plan's other insured lines, and none of it is medical premium.

Reported premium is $1,386,348; the filing discloses no broker commission on these contracts.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

AARON LEE SNYDER is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SUN LIFE ASSURANCE COMPANY OF CANADAStop-loss134Jan 1, 2026$543,924$0
SUN LIFE ASSURANCE COMPANY OF CANADAStop-loss131Jan 1, 2026$543,713$0
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability445Jan 1, 2026$298,711$0

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

Plan administrator on the filing
THE BUCKNER COMPANY, INC.
EIN 87-0257010
UMR, INC.
Claims processing · EIN 39-1995276
$121,526
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are 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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