Form 5500 · Employee benefit plan · BILLINGS, MT
ASSOCIATED EMPLOYERS OF MONTANA
Public Form 5500 records show how ASSOCIATED EMPLOYERS OF MONTANA of BILLINGS, MT, a administrative and support services employer, structures its employee benefits. Its broker of record is ASSOCIATED MANAGEMENT SERVICES. Coverage is written through COMPANION LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0424947 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering vision, life and stop-loss; the largest, with COMPANION LIFE INSURANCE COMPANY, covers 7,000 people.
The only insured piece of the health benefit is stop-loss coverage — the plan itself is self-funded, so premium and commission here reflect the stop-loss contract, not medical premium.
Reported premium across the insured contracts is $2,434,750, with $95,110 in disclosed broker commissions — about 3.9% of premium.
The most recent policy period ended in March, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
ASSOCIATED MANAGEMENT SERVICES is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life | 7,724 | March | $368,714 | $55,307 |
| VISION SERVICE PLAN | Vision | 2,649 | December | $397,897 | $39,803 |
| COMPANION LIFE INSURANCE COMPANY | Stop-loss | 7,000 | January | $1,668,139 | $0 |
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