Form 5500 · Employee benefit plan · BOZEMAN, MT
BOZEMAN DEACONESS HEALTH SERVICES
BOZEMAN DEACONESS HEALTH SERVICES of BOZEMAN, MT is a 1,626-participant health care and social assistance employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is MERCER HEALTH & BENEFITS LLC - SLC. Coverage is written through BLUE CROSS BLUE SHIELD OF MONTANA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0232121 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with BLUE CROSS BLUE SHIELD OF MONTANA, covers 3,511 people.
The medical plan carries stop-loss coverage, which usually signals a self-funded health plan with insured protection against large claims.
Reported premium across the insured contracts is $31,572,901, with $144,544 in disclosed broker commissions — about 0.5% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MERCER HEALTH & BENEFITS LLC - SLC is the broker of record on 2 of the 5 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 405 | December | $252,988 | $50,598 |
| DELTA DENTAL INSURANCE COMPANY | Dental | 2,967 | December | $944,969 | $47,244 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 2,112 | December | $688,737 | $42,364 |
| VISION SERVICE PLAN | Vision | 1,270 | December | $207,491 | $4,338 |
| BLUE CROSS BLUE SHIELD OF MONTANA | Health, Stop-loss | 3,511 | December | $29,478,716 | $0 |
More employer plans in Montana — largest plans, brokers, carriers and renewal months.