Wealth Beyond Money Of Utah
Murray, UT
Wealth Beyond Money Of Utah of Murray, UT is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $493 in reported broker commissions (plan year 2024).
Quick answer
Wealth Beyond Money Of Utah (Murray, UT) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Wealth Beyond Money Of Utah have?
- Wealth Beyond Money Of Utah is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Wealth Beyond Money Of Utah's largest employer clients?
- By plan participants, the largest include Keller Investment Properties (123 participants) and Hec Software, Inc. (91 participants).
- How much does Wealth Beyond Money Of Utah earn in commissions?
- Insurers reported $493 in broker commissions paid to Wealth Beyond Money Of Utah for plan year 2024, per Schedule A Part 1.
- Where is Wealth Beyond Money Of Utah located?
- Wealth Beyond Money Of Utah is based in Murray, UT.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Wealth Beyond Money Of Utah 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 |
|---|---|---|---|
| Keller Investment Properties | UT | 123 | 2024-12-31 |
| Hec Software, Inc. | UT | 91 | 2025-01-31 |
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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.