Fundz
Fundz
Benefits Intelligence/Broker Directory/Utah

Barry Beverly

Herber City, UT

Barry Beverly of Herber City, UT is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $1,289 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$1,289
plan year 2025

Quick answer

Barry Beverly (Herber City, UT) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Barry Beverly have?
Barry Beverly is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Barry Beverly's largest employer clients?
By plan participants, the largest include Lake Highland Preparatory School (335 participants) and Wayne Densch, Inc. (148 participants).
How much does Barry Beverly earn in commissions?
Insurers reported $1,289 in broker commissions paid to Barry Beverly for plan year 2025, per Schedule A Part 1.
Where is Barry Beverly located?
Barry Beverly is based in Herber City, UT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Barry Beverly on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Lake Highland Preparatory SchoolFL3352025-06-30
Wayne Densch, Inc.FL1482025-12-31

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Utah

  • Gbs Benefits Inc: 200 employer clients, $21,827,558 reported commissions (South Salt Lake)
  • Mgis: 120 employer clients, $276 reported commissions (Salt Lake City)
  • Moreton & Company: 87 employer clients, $4,887,605 reported commissions (Salt Lake City)
  • Fred A. Moreton & Company: 80 employer clients, $2,896,477 reported commissions (Salt Lake City)
  • Trucordia Insurance Services LLC: 73 employer clients, $1,471,852 reported commissions (Lindon)
  • Leavitt Group Insur Advisors Inc: 37 employer clients, $394 reported commissions (Salt Lake City)
  • Employee Choice Solutions: 35 employer clients, $474,313 reported commissions (Salt Lake City)
  • Diversified Insurance Group: 31 employer clients, $442,280 reported commissions (Salt Lake City)

All brokers in Utah →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.