Form 5500 · Employee benefit plan · DEER LODGE, MT
SUN MOUNTAIN LUMBER, INC.
Public Form 5500 records show how SUN MOUNTAIN LUMBER, INC. (DEER LODGE, MT) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through BLUECROSS BLUESHIELD OF MONTANA and 7 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0080113 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF MONTANA | Health, Dental | 410 | June | $4,825,074 | $155,658 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 215 | June | $53,832 | $5,383 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 215 | June | $37,107 | $3,711 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 36 | June | $31,666 | $3,167 |
| DEARBORN LIFE INSURANCE COMPANY | Vision | 215 | June | $27,342 | $2,732 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 21 | June | $18,846 | $1,885 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 25 | June | $7,336 | $734 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 23 | June | $1,794 | $179 |
Questions
Who is SUN MOUNTAIN LUMBER, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SUN MOUNTAIN LUMBER, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does SUN MOUNTAIN LUMBER, INC. use?
SUN MOUNTAIN LUMBER, INC.'s benefit plan is written through BLUECROSS BLUESHIELD OF MONTANA, among 8 disclosed carriers.
When does SUN MOUNTAIN LUMBER, INC.'s group plan renew?
The most recent Schedule A policy period for SUN MOUNTAIN LUMBER, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SUN MOUNTAIN LUMBER, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.