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68 insurance / financial services employers in Utah have substantive broker records on their Form 5500 filings. Median disclosed broker cost in this group runs about $21 per participant per month. Open any company to see its broker of record, disclosed compensation, and benefit lines — or step back to all Utah employers.
| Company | Industry | Plan type | Participants | Latest filing | Broker comp |
|---|---|---|---|---|---|
| PROVIDENCE ADMINISTRATIVE CONSULTING SERVICES, INC. | Insurance / Financial Services | Self-funded | 33K | 2025 | Disclosed |
| ZIONS BANCORPORATION, N.A. | Insurance / Financial Services | Self-funded | 9.6K | 2024 | Disclosed |
| DESERET MUTUAL BENEFIT ADMINISTRATORS | Insurance / Financial Services | Self-funded | 8.8K | 2025 | Disclosed |
| PROVIDENCE GROUP | Insurance / Financial Services | Fully insured | 6.1K | 2023 | Disclosed |
| COTIVITI, INC. | Insurance / Financial Services | Self-funded | 5.4K | 2025 | Disclosed |
| MOUNTAIN AMERICA CREDIT UNION | Insurance / Financial Services | Self-funded | 3.8K | 2025 | Disclosed |
| AMERICA FIRST CREDIT UNION | Insurance / Financial Services | Self-funded | 3.3K | 2024 | Disclosed |
| LGAA, LLC | Insurance / Financial Services | Self-funded | 2.8K | 2024 | Disclosed |
| CBIZ INSURANCE TRUST | Insurance / Financial Services | Self-funded | 2.2K | 2024 | Disclosed |
| PCF INSURANCE SERVICES OF THE WEST, LLC | Insurance / Financial Services | Self-funded | 2K | 2025 | Disclosed |
| IRONWORKERS INTERMOUNTAIN HEALTH & WELFARE TRUST | Insurance / Financial Services | Self-funded | 1.4K | 2024 | Disclosed |
| UTAH SHEET METAL WELFARE FUND | Insurance / Financial Services | Self-funded | 1.3K | 2024 | Disclosed |
| PROG HOLDINGS, INC. | Insurance / Financial Services | Self-funded | 1.2K | 2025 | Disclosed |
| ACADEMY MORTGAGE CORPORATION | Insurance / Financial Services | Self-funded | 1.2K | 2023 | Disclosed |
| SECURITY NATIONAL FINANCIAL CORP | Insurance / Financial Services | Self-funded | 744 | 2024 | Disclosed |
| SNAP FINANCE, LLC | Insurance / Financial Services | Self-funded | 584 | 2025 | Disclosed |
| WCF MUTUAL INSURANCE COMPANY | Insurance / Financial Services | Self-funded | 579 | 2025 | Disclosed |
| MEDICAL REVIEW INSTITUTE OF AMERICA | Insurance / Financial Services | Self-funded | 572 | 2024 | Disclosed |
| AMERICAN EQUIPMENT HR LLC | Insurance / Financial Services | Fully insured | 519 | 2025 | Disclosed |
| LENDIO, INC. | Insurance / Financial Services | Self-funded | 476 | 2025 | Disclosed |
| PRIMARY RESIDENTIAL MORTGAGE, INC. | Insurance / Financial Services | Self-funded | 465 | 2025 | Disclosed |
| FINWISE BANK | Insurance / Financial Services | Fully insured | 437 | 2025 | Disclosed |
| MED ONE CAPITAL FUNDING, LLC | Insurance / Financial Services | Fully insured | 422 | 2025 | Disclosed |
| CANYON VIEW FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 418 | 2025 | Disclosed |
| GOLDENWEST FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 410 | 2024 | Disclosed |
| BANK OF UTAH | Insurance / Financial Services | Self-funded | 403 | 2025 | Disclosed |
| CELTIC BANK CORPORATION | Insurance / Financial Services | Self-funded | 363 | 2025 | Disclosed |
| FIRST COLONY MORTGAGE CORPORATION | Insurance / Financial Services | Self-funded | 362 | 2025 | Disclosed |
| ACIMA DIGITAL, LLC | Insurance / Financial Services | Fully insured | 343 | 2022 | Disclosed |
| VILLAGE CAPITAL & INVESTMENT LLC | Insurance / Financial Services | Fully insured | 326 | 2024 | Disclosed |
| SILAC INSURANCE COMPANY | Insurance / Financial Services | Fully insured | 321 | 2025 | Disclosed |
| ALTABANK | Insurance / Financial Services | Self-funded | 319 | 2021 | Disclosed |
| INTERCAP LENDING, INC. | Insurance / Financial Services | Self-funded | 308 | 2025 | Disclosed |
| CASTLE & COOKE MORTGAGE, LLC | Insurance / Financial Services | Self-funded | 305 | 2023 | Disclosed |
| REEF EMPLOYMENT SERVICES LLC | Insurance / Financial Services | Self-funded | 305 | 2024 | Disclosed |
| STATE BANK OF SOUTHERN UTAH | Insurance / Financial Services | Self-funded | 283 | 2025 | Disclosed |
| AMERICAN CRANE GROUP, LLC | Insurance / Financial Services | Self-funded | 282 | 2022 | Disclosed |
| UTAH COMMUNITY FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 260 | 2024 | Disclosed |
| CYPRUS FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 256 | 2024 | Disclosed |
| FRED A. MORETON & COMPANY | Insurance / Financial Services | Self-funded | 255 | 2024 | Disclosed |
| EDUCATORS MUTUAL INSURANCE ASSOCIATION | Insurance / Financial Services | Fully insured | 233 | 2024 | Disclosed |
| FOURSIGHT CAPITAL | Insurance / Financial Services | Self-funded | 220 | 2023 | Disclosed |
| DESERET FIRST CREDIT UNION | Insurance / Financial Services | Self-funded | 220 | 2025 | Disclosed |
| LOW VA RATES, LLC | Insurance / Financial Services | Self-funded | 200 | 2021 | Disclosed |
| WEBBANK CORPORATION | Insurance / Financial Services | Self-funded | 198 | 2024 | Disclosed |
| VERACITY INSURANCE SOLUTIONS, LLC | Insurance / Financial Services | Self-funded | 192 | 2025 | Disclosed |
| CLICKLEASE LLC | Insurance / Financial Services | Self-funded | 192 | 2025 | Disclosed |
| CENTRAL BANK | Insurance / Financial Services | Self-funded | 174 | 2025 | Disclosed |
| JR MILLER CAPITAL | Insurance / Financial Services | Self-funded | 163 | 2025 | Disclosed |
| CITYWIDE HOME LOANS LLC | Insurance / Financial Services | Self-funded | 162 | 2023 | Disclosed |
| BEAR RIVER MUTUAL | Insurance / Financial Services | Self-funded | 158 | 2025 | Disclosed |
| GPS CAPITAL MARKETS, LLC. | Insurance / Financial Services | Fully insured | 151 | 2023 | Disclosed |
| THE BUCKNER COMPANY, INC. | Insurance / Financial Services | Self-funded | 143 | 2022 | Disclosed |
| ROCK CANYON BANK | Insurance / Financial Services | Self-funded | 140 | 2021 | Disclosed |
| LWP CLAIMS SOLUTIONS, INC. | Insurance / Financial Services | Self-funded | 138 | 2024 | Disclosed |
| VERITAS FUNDING | Insurance / Financial Services | Fully insured | 134 | 2024 | Disclosed |
| CAPITAL COMMUNITY BANK | Insurance / Financial Services | Fully insured | 128 | 2025 | Disclosed |
| VARILEASE FINANCE, INC. | Insurance / Financial Services | Self-funded | 127 | 2025 | Disclosed |
| UTAH FIRST FEDERAL CREDIT UNION | Insurance / Financial Services | Self-funded | 127 | 2025 | Disclosed |
| FIRST UTAH BANK | Insurance / Financial Services | Self-funded | 114 | 2025 | Disclosed |
| CAPITAL PREMIUM FINANCING LLC | Insurance / Financial Services | Self-funded | 105 | 2025 | Disclosed |
| WOODBURY CORPORATION | Insurance / Financial Services | Self-funded | 103 | 2025 | Disclosed |
| B&B PAYROLL | Insurance / Financial Services | Self-funded | 95 | 2023 | Disclosed |
| INTEGRA FINANCIAL SERVICES, LLC | Insurance / Financial Services | Self-funded | 86 | 2024 | Disclosed |
| JORDAN CREDIT UNION | Insurance / Financial Services | Self-funded | 73 | 2021 | Disclosed |
| AMERICAN UNITED FEDERAL CREDIT UNION | Insurance / Financial Services | Fully insured | 70 | 2025 | Disclosed |
| CITY FIRST MORTGAGE SERVICES | Insurance / Financial Services | Fully insured | 48 | 2022 | Disclosed |
| SDI RESIDUAL ASSETS, LLC DBA SORENSON DEVELOPMENT | Insurance / Financial Services | Self-funded | 30 | 2025 | Disclosed |
Sourced from Form 5500 filings as submitted to the U.S. Department of Labor. Dataset refreshed October 7, 2026. Plan years are labeled by the year they begin, so a July 2024 – June 2025 plan year is 2024. Filings may lag 12–18 months behind the current plan year.