Benefits broker of record · HELENA, MT
LEAVITT GROUP
LEAVITT GROUP of HELENA, MT is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 11 offices of LEAVITT GROUP.
Book profile
LEAVITT GROUP brokers 2 insured contracts for 2 employers, across 2 states, led by MT, OR.
The book is entirely dental coverage.
DELTA DENTAL INSURANCE COMPANY writes the most contracts in the book (1, about 50%); NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA follow.
Renewals concentrate on September 1: 50% of the dated welfare contracts have policy years ending in August, 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.
dental 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
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- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| FEIST WATSON ENTERPRISES | MISSOULA, MT | DELTA DENTAL INSURANCE COMPANY | Sep 1FY2025 |
| LEATHERMAN TOOL GROUP, INC. | PORTLAND, OR | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | Jan 1FY2025 |
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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