Leavitt Group
Billings, UT
Leavitt Group of Billings, UT is the broker of record on 51 Form 5500 Schedule A filings covering 39 employer benefit plans across 13 states, with $1,034,854 in reported broker commissions (plan year 2025).
Quick answer
Leavitt Group (Billings, UT) is the broker of record for 39 employer benefit plan sponsors on 51 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Leavitt Group have?
- Leavitt Group is named as broker on Form 5500 Schedule A filings for 39 distinct plan sponsors in 13 states.
- Who are Leavitt Group's largest employer clients?
- By plan participants, the largest include Empire Southwest LLC (3,927 participants), Fender Musical Instruments Corporation (1,451 participants) and 1-800 Contacts (1,361 participants).
- How much does Leavitt Group earn in commissions?
- Insurers reported $1 million in broker commissions and $186,759 in fees paid to Leavitt Group for plan year 2025, per Schedule A Part 1.
- Where is Leavitt Group located?
- Leavitt Group is based in Billings, UT and has employer clients in 13 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Leavitt Group on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Empire Southwest LLC | AZ | 3,927 | 2025-11-30 |
| Fender Musical Instruments Corporation | AZ | 1,451 | 2025-12-31 |
| 1-800 Contacts | UT | 1,361 | 2025-12-31 |
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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.