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.
One of 11 offices of LEAVITT GROUP.
20 contracts on file name LEAVITT GROUP as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
LEAVITT GROUP brokers 20 insured contracts for 15 employers, across 5 states, led by MT, ME, OR.
Life is the largest line (15 contracts), followed by disability (11), vision (8), dental (5).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (9, about 45%); DEARBORN LIFE INSURANCE COMPANY, DELTA DENTAL INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 80% of the dated welfare contracts have policy years ending in December, 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.
life 15 · disability 11 · vision 8 · dental 5 · health 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 |
|---|---|---|---|
| SECURITY FIRST BANK | RAPID CITY, SD | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ORTHO MONTANA, PSC | BILLINGS, MT | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| LEATHERMAN TOOL GROUP, INC. | PORTLAND, OR | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| L&H INDUSTRIAL, INC. | GILLETTE, WY | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| MARTEL CONSTRUCTION, INC. | BOZEMAN, MT | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in LEAVITT GROUP's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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