Plan Ledger DOL Form 5500 · updated monthly

Thanksgiving Point Institute, Inc.benefits

Thanksgiving Point Institute, Inc Health and Welfare Plan · LEHI, UT · plan year 2025

Previously filed as Thanksgiving Point Institute, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$98,449

Thanksgiving Point Institute, Inc.'s benefits plans covered 166 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $98,449 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $593 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 9.7% from $89,715 in 2024.

Insurance contracts · 20255
SELECTHEALTH · health drug dentalpremiums n/a · 243 covered
AMERITAS LIFE INSURANCE CORPORATION · visionpremiums n/a · 156 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 166 covered
ASSURITY LIFE INSURANCE COMPANYpremiums n/a · 51 covered
COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY · stdpremiums n/a · 6 covered
Brokers & agents paid · 20258
GALLAGHER BENEFIT SERVICES, INC.$95,557 · incl $16,226 fees
LEAVITT GROUP AGENCY ASSOC, LLC$796 · incl $796 fees
CUSTOM INSURANCE SPECIALISTS, INC.$161 · incl $2 fees
FRED A. MORETON & COMPANY$64 · incl $3 fees
GBS BENEFITS, INC.$1,719
VOLUNTARY SOLUTIONS, INC. & OTHERS$9
3 individual agents · names withheld$92

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Gallagher5
Prisma Health SC$2,123,789

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 841416158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.