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Benefits broker of record · MISSOULA, MT

PAYNEWEST INSURANCE

PAYNEWEST INSURANCE of MISSOULA, MT is named as the broker of record on 78 insurance contracts in public Form 5500 Schedule A filings.

One of 6 offices of PAYNEWEST INSURANCE.

Contracts brokered
78
Book size
$100k–1M
Office state
MT

78 contracts on file name PAYNEWEST INSURANCE 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

PAYNEWEST INSURANCE brokers 78 insured contracts for 48 employers, across 8 states, led by MT, WA, OR.

Disability is the largest line (39 contracts), followed by life (35), dental (13), vision (13).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (57, about 73%); PRINCIPAL LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA, DEARBORN LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 73% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 39 · life 35 · dental 13 · vision 13 · health 9

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
COLUMBIA BASIN HEALTH ASSOCIATIONOTHELLO, WAPRINCIPAL LIFE INSURANCE COMPANYAug 1FY2025
RESSLER MOTOR COMPANYBOZEMAN, MTPRINCIPAL LIFE INSURANCE COMPANYJul 1FY2025
LANTIS ENTERPRISES, INC.SPEARFISH, SDBLUECROSS BLUESHIELD OF MONTANAAug 1FY2023
OPPORTUNITY BANK OF MONTANAHELENA, MTUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
EASTERSEALS-GOODWILL NORTHERN ROCKY MOUNTAIN, INC.GREAT FALLS, MTUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
43

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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