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Benefits Intelligence/Broker Directory/Utah

Stone Hill & Assoc Ins Brk Inc

Salt Lake City, UT

Stone Hill & Assoc Ins Brk Inc of Salt Lake City, UT is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $21,801 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$21,801
plan year 2025
Reported fees
$945

Quick answer

Stone Hill & Assoc Ins Brk Inc (Salt Lake 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 Stone Hill & Assoc Ins Brk Inc have?
Stone Hill & Assoc Ins Brk Inc is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Stone Hill & Assoc Ins Brk Inc's largest employer clients?
By plan participants, the largest include I.A.T.S.E. Local 99 Health Trust (926 participants) and West Coast Code Consultants, Inc. (97 participants).
How much does Stone Hill & Assoc Ins Brk Inc earn in commissions?
Insurers reported $21,801 in broker commissions and $945 in fees paid to Stone Hill & Assoc Ins Brk Inc for plan year 2025, per Schedule A Part 1.
Where is Stone Hill & Assoc Ins Brk Inc located?
Stone Hill & Assoc Ins Brk Inc is based in Salt Lake City, UT and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Stone Hill & Assoc Ins Brk Inc 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
I.A.T.S.E. Local 99 Health TrustUT9262025-12-31
West Coast Code Consultants, Inc.CA972025-12-31

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Other benefits brokers in Utah

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  • 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)

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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.