Form 5500 · Employee benefit plan · DRAPER, UT
UTAH CHARTER ACADEMIES
UTAH CHARTER ACADEMIES's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MORETON & COMPANY. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0547532 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 364 | August | $15,023 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Vision | 774 | August | $5,563 |
Questions
Who is UTAH CHARTER ACADEMIES's benefits broker?
Per its most recent Form 5500 Schedule A, UTAH CHARTER ACADEMIES's broker of record is MORETON & COMPANY.
What insurance carrier does UTAH CHARTER ACADEMIES use?
UTAH CHARTER ACADEMIES's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does UTAH CHARTER ACADEMIES's group plan renew?
The most recent Schedule A policy period for UTAH CHARTER ACADEMIES ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UTAH CHARTER ACADEMIES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.