Benefits brokerage · 5 offices
MORETON & COMPANY
MORETON & COMPANY is named as the broker of record on 128 insurance contracts across its 5 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| SALT LAKE CITY | UT | 120 |
| SALT LAKE CTI | UT | 4 |
| SAIL LAKE CITY | UT | 2 |
| No city on file | — | 1 |
| DENVER | CO | 1 |
Book profile
MORETON & COMPANY brokers 128 insured contracts for 76 employers, across 9 states, led by UT, ID, AZ.
Life is the largest line (49 contracts), followed by disability (45), vision (35), health (32).
SELECTHEALTH writes the most contracts in the book (17, about 13%); UNUM LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY follow.
Renewals concentrate on January 1: 68% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 49 · disability 45 · vision 35 · health 32 · dental 24
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| DANVILLE SERVICES CORPORATION | MIDVALE, UT | SALT LAKE CITY, UT | SELECTHEALTH | Jan 2FY2025 |
| ALIANZA, INC. | PLEASANT GROVE, UT | SALT LAKE CITY, UT | SELECTHEALTH | Jan 1FY2025 |
| A4 CORPORATE SERVICES, LLC | PHOENIX, AZ | SALT LAKE CITY, UT | BLUE CROSS BLUE SHIELD OF ARIZONA | Feb 1FY2024 |
| FFKR ARCHITECTS | SALT LAKE CITY, UT | SALT LAKE CITY, UT | SELECTHEALTH | Apr 1FY2026 |
| THE WATERFORD SCHOOL | SANDY, UT | SALT LAKE CITY, UT | SELECTHEALTH | Jan 1FY2024 |
more employers in MORETON & COMPANY's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2026 on this page)