Benefits broker of record · BILLING, MT
MIRIAM AVERY INSURANCE AGENCY, INC.
MIRIAM AVERY INSURANCE AGENCY, INC. of BILLING, MT is named as the broker of record on 8 insurance contracts in public Form 5500 Schedule A filings.
8 contracts on file name MIRIAM AVERY INSURANCE AGENCY, INC. 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
MIRIAM AVERY INSURANCE AGENCY, INC. brokers 8 insured contracts for 2 employers, all in Montana.
Life is the largest line (3 contracts), followed by health (2), dental (2), vision (2).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 50%); BLUE CROSS BLUE SHIELD, BLUECROSS BLUESHIELD OF MONTANA, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on August 1: 75% of the dated welfare contracts have policy years ending in July, 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 3 · health 2 · dental 2 · vision 2 · disability 2
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 |
|---|---|---|---|
| MENHOLT AUTOMOTIVE GROUP | BILLINGS, MT | BLUECROSS BLUESHIELD OF MONTANA | Jan 1FY2025 |
| VALLEY FINANCIAL CREDIT UNION | BILLINGS, MT | BLUE CROSS BLUE SHIELD | Aug 1FY2025 |
| MENHOLT AUTOMOTIVE GROUP | BILLINGS, MT | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| VALLEY FINANCIAL CREDIT UNION | BILLINGS, MT | METROPOLITAN LIFE INSURANCE COMPANY | Aug 1FY2025 |
| VALLEY FINANCIAL CREDIT UNION | BILLINGS, MT | UNITED OF OMAHA LIFE INSURANCE COMPANY | Aug 1FY2025 |
more contracts in MIRIAM AVERY INSURANCE AGENCY, INC.'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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