Form 5500 · Employee benefit plan · GREAT FALLS, MT
TRANSPORT LEASING COMPANY LLP
The filing calls this plan ASSOCIATES MEDICAL BENEFIT PLAN.
TRANSPORT LEASING COMPANY LLP of GREAT FALLS, MT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is INTERMOUNTAIN UNDERWRITERS INC. Coverage is written through BERKLEY LIFE AND HEALTH INSURANCE COMPANY. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 81-0359563 · plan 501 · plan year 2025, filed Jan 12, 2026
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How this plan is funded
Self-funded as reported
The filing reports a stop-loss contract and no medical premium, which is what a plan that pays its own claims reports.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
The filing discloses a single insured line, stop-loss, through BERKLEY LIFE AND HEALTH INSURANCE COMPANY, covering 172 people.
The filing declares health, dental and vision. Health, dental and vision appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The premium and commission here are for the stop-loss contract, not for medical premium.
Reported premium is $1,115,716; the filing discloses no broker commission on these contracts.
The most recent policy period ended in July, and the plan year ends July 31. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BERKLEY LIFE AND HEALTH INSURANCE COMPANY | Stop-loss | 172 | Aug 1, 2025 | $1,115,716 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 430 employees, 9 recordable cases, 113 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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