Form 5500 · Employee benefit plan · WHITEFISH, MT
HOLMAN ENTERPRISES, INC.
HOLMAN ENTERPRISES, INC. of WHITEFISH, MT is a 386-participant transportation and logistics employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is CBIZ BENEFITS & INSURANCE SERVICES. Coverage is written through BLUE CROSS AND BLUE SHIELD OF MONTANA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0349596 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 14 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS AND BLUE SHIELD OF MONTANA, covers 255 people.
Reported premium across the insured contracts is $1,998,476, with $73,047 in disclosed broker commissions — about 3.7% 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.
CBIZ BENEFITS & INSURANCE SERVICES is the broker of record on 12 of the 14 contracts; the rest name a different broker or none.
7 carriers appear on the filing — BLUE CROSS AND BLUE SHIELD OF MONTANA, RELIANCE STANDARD LIFE INSURANCE COMPANY, DEARBORN LIFE INSURANCE COMPANY and UNUM INSURANCE COMPANY among them — with BLUE CROSS AND BLUE SHIELD OF MONTANA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF MONTANA | Health, Dental | 255 | December | $1,886,481 | $58,351 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 76 | December | $24,347 | $3,652 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 51 | December | $20,649 | $3,097 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 68 | December | $18,827 | $2,824 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 185 | December | $9,475 | $1,421 |
| DEARBORN LIFE INSURANCE COMPANY | Vision | 106 | December | $12,290 | $1,230 |
| AMERITAS LIFE INSURANCE COMPANY | Dental, Vision | 14 | December | $4,165 | $834 |
| UNUM INSURANCE COMPANY | — | 24 | December | $7,803 | $387 |
| UNUM INSURANCE COMPANY | — | 31 | December | $6,631 | $381 |
| UNUM INSURANCE COMPANY | — | 22 | December | $4,984 | $296 |
| MANHATTAN LIFE | Life | 9 | December | $1,126 | $282 |
| LEGALSHIELD | — | 5 | December | $1,012 | $172 |
| LEGALSHIELD | — | 1 | December | $418 | $71 |
| LEGALSHIELD | — | 1 | December | $268 | $49 |
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