Form 5500 · Employee benefit plan · BOZEMAN, MT
ENERGY 1 LLC
The filing calls this plan ENERGY 1 LLC EMPLOYEE BENEFITS PLAN.
ENERGY 1 LLC of BOZEMAN, MT insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through BLUECROSS BLUESHIELD OF MONTANA and 1 other carrier. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 38-3800615 · plan 501 · plan year 2025, filed Feb 5, 2026
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How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF MONTANA, covers 176 people.
Reported premium across the insured contracts is $1,380,361, with $56,346 in disclosed broker commissions — about 4.1% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
MARSH & MCLENNAN AGENCY LLC is the broker of record on all 2 contracts.
Two carriers split the book: BLUECROSS BLUESHIELD OF MONTANA and PRINCIPAL LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF MONTANA | Health | 176 | Sep 1, 2025 | $1,206,277 | $36,144 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 207 | Sep 1, 2025 | $174,084 | $20,202 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 89 employees, 5 recordable cases, 48 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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