Form 5500 · Employee benefit plan · GREAT FALLS, MT
DAVIDSON COMPANIES, INC.
DAVIDSON COMPANIES, INC. of GREAT FALLS, MT insures vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is MARSH & MCLENNAN AGENCY. Coverage is written through HARTFORD LIFE AND ACCIDENT and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0439153 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering vision, life and disability; the largest, with HARTFORD LIFE AND ACCIDENT, covers 1,858 people.
Reported premium across the insured contracts is $2,358,477, with $199,685 in disclosed broker commissions — about 8.5% 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.
MARSH & MCLENNAN AGENCY is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
5 carriers appear on the filing — HARTFORD LIFE AND ACCIDENT, METROPOLITAN LIFE INSURANCE COMPANY, HCC LIFE INSURANCE COMPANY and VISION SERVICE PLAN among them — with HARTFORD LIFE AND ACCIDENT writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 1,858 | December | $1,460,553 | $165,551 |
| HCC LIFE INSURANCE COMPANY | — | 1,154 | December | $244,067 | $24,407 |
| VISION SERVICE PLAN | Vision | 907 | December | $212,627 | $9,727 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 98 | December | $431,256 | $0 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 25 | December | $9,974 | $0 |
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