Form 5500 · Employee benefit plan · HELENA, MT
MORRISON-MAIERLE, INC.
MORRISON-MAIERLE, INC. of HELENA, MT is a 281-participant professional services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MICHAEL EDWARD MAIERLE. Coverage is written through BLUE CROSS BLUE SHIELD OF MONTANA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0217149 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life, disability and stop-loss; the largest, with BLUE CROSS BLUE SHIELD OF MONTANA, covers 650 people.
The medical plan carries stop-loss coverage, which usually signals a self-funded health plan with insured protection against large claims.
Reported premium across the insured contracts is $3,663,997, with $37,862 in disclosed broker commissions — about 1% of premium.
The health contract's policy period ended in December, while at least one ancillary line renews in September — the plan is on a split renewal cycle.
MICHAEL EDWARD MAIERLE is the broker of record on 3 of the 6 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 350 | December | $131,396 | $19,710 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 349 | December | $89,087 | $13,364 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 350 | December | $44,675 | $4,468 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 24 | September | $2,134 | $320 |
| BLUE CROSS BLUE SHIELD OF MONTANA | Health, Dental, Stop-loss | 650 | December | $3,353,119 | $0 |
| VISION SERVICE PLAN | Vision | 301 | December | $43,586 | $0 |
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