Form 5500 · Employee benefit plan · HELENA, MT
MONTANA CHILDRENS HOME & HOSPITAL
The filing calls this plan HEALTH BENEFIT PLAN FOR EMPLOYEES OF SHODAIR CHILDREN'S HOSPITAL.
MONTANA CHILDRENS HOME & HOSPITAL of HELENA, MT is a 275-participant health care and social assistance employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is ALLIANT INSURANCE SERVICES, INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0231789 · plan 503 · plan year 2025, filed Apr 9, 2026
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13 other employer plans in Montana have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing names a third-party administrator on Schedule A and reports no medical premium.
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
Also declared: death benefits.
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 3 insured contracts covering dental, vision, life and disability; the largest, with UNITED OF OMAHA LIFE INSURANCE COMPANY, covers 311 people.
The filing declares dental, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $413,558, with $31,629 in disclosed broker commissions — about 7.6% 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.
ALLIANT INSURANCE SERVICES, INC. is the broker of record on 2 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 311 | Jul 1, 2025 | $204,389 | $24,994 |
| DELTA DENTAL INSURANCE COMPANY | Dental | 466 | Jul 1, 2025 | $158,649 | $4,759 |
| VISION SERVICE PLAN | Vision | 249 | Jul 1, 2025 | $50,520 | $1,876 |
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. The service providers are named on Schedule C of this filing. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
13 other employer plans in Montana are July 1 renewals (policy year ends June).
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