Form 5500 · Employee benefit plan · KALISPELL, MT
MANN MORTGAGE, LLC
MANN MORTGAGE, LLC of KALISPELL, MT is a 325-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is PANORAMA RISK & INS. SOLUTIONS LLC. Coverage is written through BLUECROSS BLUESHIELD 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 34-2000096 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF MONTANA, covers 76 people.
Reported premium across the insured contracts is $2,911,932, with $58,522 in disclosed broker commissions — about 2% 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.
PANORAMA RISK & INS. SOLUTIONS LLC is the broker of record on 3 of the 4 contracts; the rest name a different broker or none.
4 carriers appear on the filing — BLUECROSS BLUESHIELD OF MONTANA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA and CONTINENTAL AMERICAN INSURANCE COMPANY — with BLUECROSS BLUESHIELD OF MONTANA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 29 | December | $328,144 | $37,344 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 80 | December | $42,871 | $12,007 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 452 | December | $44,150 | $8,769 |
| BLUECROSS BLUESHIELD OF MONTANA | Health | 76 | December | $2,496,767 | $402 |
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