Form 5500 · Employee benefit plan · MILES CITY, MT
STOCKMAN FINANCIAL CORP.
Public Form 5500 records show how STOCKMAN FINANCIAL CORP. of MILES CITY, MT, a finance and insurance employer, structures its employee benefits. Its broker of record is INTERMOUNTAIN UNDERWRITERS INC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0399040 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 4 insured contracts covering life, disability and stop-loss; the largest, with UNUM LIFE INSURANCE COMPANY OF AMERICA, covers 653 people.
The only insured piece of the health benefit is stop-loss coverage — the plan itself is self-funded, so premium and commission here reflect the stop-loss contract, not medical premium.
Reported premium across the insured contracts is $1,404,463, with $133,804 in disclosed broker commissions — about 9.5% 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.
INTERMOUNTAIN UNDERWRITERS INC is the broker of record on all 4 contracts.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Stop-loss | 653 | December | $1,113,991 | $90,233 |
| LINCOLN NATIONAL LIFE INSURANCE CO | Life | 629 | December | $221,479 | $33,222 |
| LINCOLN NATIONAL LIFE INSURANCE | Disability | 868 | December | $53,522 | $8,028 |
| LINCOLN NATIONAL LIFE INSURANCE CO | Life | 906 | December | $15,471 | $2,321 |
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