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Benefits broker of record · BILLINGS, MT

LEAVITT GROUP

LEAVITT GROUP of BILLINGS, MT is named as the broker of record on 20 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
20
Book size
$100k–1M
States
MT

Book profile

LEAVITT GROUP brokers 20 insured contracts for 14 employers covering 4,583 people, across 5 states, led by MT, ME, OR.

Life is the largest line (14 contracts), followed by disability (8), vision (7), dental (4).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (9, about 45%); DELTA DENTAL INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, HARTFORD LIFE AND ACCIDENT follow.

Renewals concentrate in December — 75% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 14 · disability 8 · vision 7 · dental 4

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
SECURITY FIRST BANKRAPID CITY, SDMETROPOLITAN LIFE INSURANCE COMPANYDecember
ORTHO MONTANA, PSCBILLINGS, MTUNUM LIFE INSURANCE COMPANY OF AMERICADecember
LEATHERMAN TOOL GROUP, INC.PORTLAND, ORUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
L&H INDUSTRIAL, INC.GILLETTE, WYUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
MARTEL CONSTRUCTION, INC.BOZEMAN, MTUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
Subscriber access
14

more plans in LEAVITT GROUP's book

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A