Form 5500 · Employee benefit plan · MISSOULA, MT
ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC.
ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is INTERMOUNTAIN UNDERWRITERS INC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0400550 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Health, Stop-loss | 590 | August | $0 |
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 590 | December | $0 |
Questions
Who is ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC.'s broker of record is INTERMOUNTAIN UNDERWRITERS INC.
What insurance carrier does ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC. use?
ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC.'s benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.
When does ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC.'s group plan renew?
The most recent Schedule A policy period for ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC. ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.