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.
October 1 renewals (policy year ends September) · Montana
Showing the 2 with the largest disclosed commission.
| Employer plan | Broker of record | Carrier | Renews | Participants | Commissions |
|---|---|---|---|---|---|
| ROACH & SMITH DISTRIBUTORS, INC. · MISSOULA, MTplan 502 | INTERMOUNTAIN UNDERWRITERS INC | HM LIFE INSURANCE COMPANY | Oct 1FY2025 | 188 | $63,641 |
| ROCKY MOUNTAIN TWIST CORPORATION · RONAN, MTplan 501 | MARSH & MCLENNAN AGENCY LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Oct 1FY2024 | 196 | $10,073 |
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.