form5500lookup

Benefits broker of record · BOZEMAN, MT

MICHAEL EDWARD MAIERLE

MICHAEL EDWARD MAIERLE of BOZEMAN, MT is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
3
Book size
$10k–100k
States
MT

Book profile

MICHAEL EDWARD MAIERLE brokers 3 insured contracts for 1 employer covering 1,049 people, all in MT.

Life is the largest line (1 contracts), followed by disability (1).

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 67%); LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 1 · disability 1

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
MORRISON-MAIERLE, INC.HELENA, MTTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
MORRISON-MAIERLE, INC.HELENA, MTLINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
MORRISON-MAIERLE, INC.HELENA, MTTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember

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