Form 5500 · Employee benefit plan · MONROE, LA
INTERMOUNTAIN MANAGEMENT LLC
The filing calls this plan INTERMOUNTAIN MANAGEMENT, LLC HEALTH & WELFARE BENEFITS PLAN.
INTERMOUNTAIN MANAGEMENT LLC of MONROE, LA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is HEALTH PLANS OF LOUISANA. Coverage is written through BLUE CROSS AND BLUE SHIELD OF LOUISIANA and 1 other carrier. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-0938975 · plan 501 · plan year 2025, filed Apr 14, 2026
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How this plan is funded
Self-funded as reported
The plan's financial statement reports paying insurance carriers far less than the premium on its insurance contracts, so most benefits were paid from plan money.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
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 BLUE CROSS AND BLUE SHIELD OF LOUISIANA, covers 978 people.
Reported premium across the insured contracts is $8,385,538, with $707,386 in disclosed broker commissions — about 8.4% of premium.
The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
HEALTH PLANS OF LOUISANA is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: BLUE CROSS AND BLUE SHIELD OF LOUISIANA and KANSAS CITY LIFE INSURANCE COMPANY.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF LOUISIANA | Health | 978 | Jul 1, 2025 | $7,390,911 | $497,842 |
| KANSAS CITY LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 801 | Jul 1, 2025 | $994,627 | $209,544 |
Premium and claims on this contract
BLUE CROSS AND BLUE SHIELD OF LOUISIANA, contract 78Y36ERC. For the contract year on this filing, the carrier reported $7,390,911 in premium earned and $4,510,942 in claims incurred. Dividing one by the other gives 61%.
- BLUE CROSS AND BLUE SHIELD OF LOUISIANA, contract 78Y36ERC reported $2,046,944 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
How this plan compares
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