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Form 5500 · Employee benefit plan · BILLINGS, MT

ORTHO MONTANA, PSC

Public Form 5500 records show how ORTHO MONTANA, PSC (BILLINGS, MT) structures its employee benefits. Its broker of record is LEAVITT GREAT WEST INSURANCE. Coverage is written through BERKLEY LIFE & HEALTH INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0303109 · plan 501 · as of Jul 2026

Participants
111
Carriers on file
1
Disclosed commissions
$26,946
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BERKLEY LIFE & HEALTH INSURANCE COMPANYHealth, Stop-loss76December$26,946

Questions

Who is ORTHO MONTANA, PSC's benefits broker?

Per its most recent Form 5500 Schedule A, ORTHO MONTANA, PSC's broker of record is LEAVITT GREAT WEST INSURANCE.

What insurance carrier does ORTHO MONTANA, PSC use?

ORTHO MONTANA, PSC's benefit plan is written through BERKLEY LIFE & HEALTH INSURANCE COMPANY.

When does ORTHO MONTANA, PSC's group plan renew?

The most recent Schedule A policy period for ORTHO MONTANA, PSC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ORTHO MONTANA, PSC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.