Benefits broker of record · BILLINGS, MT
ASSOCIATED MANAGEMENT SERVICES
ASSOCIATED MANAGEMENT SERVICES of BILLINGS, MT is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
Book profile
ASSOCIATED MANAGEMENT SERVICES brokers 2 insured contracts for 1 employer, all in Montana.
Vision is the largest line (1 contract), followed by life (1).
HARTFORD LIFE AND ACCIDENT writes the most contracts in the book (1, about 50%); VISION SERVICE PLAN follow.
Renewals concentrate on April 1: 50% of the dated welfare contracts have policy years ending in March, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
vision 1 · life 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ASSOCIATED EMPLOYERS OF MONTANA | BILLINGS, MT | VISION SERVICE PLAN | Jan 1FY2024 |
| ASSOCIATED EMPLOYERS OF MONTANA | BILLINGS, MT | HARTFORD LIFE AND ACCIDENT | Apr 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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