Renewal calendar · Montana
Insured employer plans by renewal date, with broker of record, carrier, and disclosed commission. Each month is the one the Schedule A policy year ends in, so plans whose policy year ends in June are the July 1 renewals. Preview shows the 5 plans with the largest disclosed commission in each month in Montana; the subscription opens the full list with filters, saved searches, alerts, and CSV export.
A free account can watch up to 5 employers. We email you when one files a new Form 5500, and again about four months before its plan renews. Open an employer below and choose Watch this employer.
August 1 renewals (policy year ends July) · Montana
Showing the 4 with the largest disclosed commission.
| Employer plan | Broker of record | Carrier | Renews | Participants | Commissions |
|---|---|---|---|---|---|
| ADF INTERNATIONAL · GREAT FALLS, MTplan 501 | MARSH & MCLENNAN AGENCY | BLUECROSS BLUESHIELD OF MONTANA | Aug 1FY2025 | 165 | $98,978 |
| VALLEY FINANCIAL CREDIT UNION · BILLINGS, MTplan 501 | MIRIAM AVERY INSURANCE AGENCY, INC. | BLUE CROSS BLUE SHIELD | Aug 1FY2025 | 139 | $57,290 |
| RE INVESTMENT COMPANY, LLC · KALISPELL, MTplan 501 | KIBBLE & PRENTICE HOLDING COMPANY | DEARBORN LIFE INSURANCE COMPANY | Aug 1FY2025 | 206 | $13,606 |
| TRANSPORT LEASING COMPANY LLP · GREAT FALLS, MTplan 501 | INTERMOUNTAIN UNDERWRITERS INC | BERKLEY LIFE AND HEALTH INSURANCE COMPANY | Aug 1FY2025 | 192 | $0 |
A plan’s month comes from one contract: the one with the largest disclosed commission on its most recent filing, preferring a medical contract when the plan has one. Most policies run to month-end and renew the next day, so a June policy year end is a July 1 renewal. The counts hold every plan we have a filing for, and filings arrive in different years — each row’s own policy year is stamped under the date it renews · sourced from U.S. DOL EFAST2 Form 5500.