Form 5500 · Employee benefit plan · MISSOULA, MT
ROACH & SMITH DISTRIBUTORS, INC.
Public Form 5500 records show how ROACH & SMITH DISTRIBUTORS, INC. (MISSOULA, MT) structures its employee benefits. Its broker of record is INTERMOUNTAIN UNDERWRITERS INC. Coverage is written through HM LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0300846 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HM LIFE INSURANCE COMPANY | Stop-loss | 286 | September | $55,935 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 73 | December | $2,039 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 49 | December | $2,012 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 185 | December | $1,922 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 31 | December | $1,134 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 31 | December | $599 |
Questions
Who is ROACH & SMITH DISTRIBUTORS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, ROACH & SMITH DISTRIBUTORS, INC.'s broker of record is INTERMOUNTAIN UNDERWRITERS INC.
What insurance carrier does ROACH & SMITH DISTRIBUTORS, INC. use?
ROACH & SMITH DISTRIBUTORS, INC.'s benefit plan is written through HM LIFE INSURANCE COMPANY, among 6 disclosed carriers.
When does ROACH & SMITH DISTRIBUTORS, INC.'s group plan renew?
The most recent Schedule A policy period for ROACH & SMITH DISTRIBUTORS, INC. ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ROACH & SMITH DISTRIBUTORS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.