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States · MT

Employer benefit plans in Montana

80 insured group benefit plans sponsored by Montana employers are on public Form 5500 record, carrying 283 Schedule A contracts. A row is one plan, so an employer that files two of them is counted twice. Reported premium totals $238M, with $9.5M in disclosed broker commissions. Renewals cluster on January 1: 85% of these plans have policy years ending in December.

These are the plans of 250 participants or more that disclosed a broker commission — the ones we publish as pages. Smaller plans, self-funded plans and retirement plans are on file too and open from search.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · every figure is as filed for plan years 2023–2026 · we last synced Oct 2026

Employer plans
80
All participants
89,601
Premium on file
$238M
Broker commissions
$9.5M

Participants are line 5 of each filing: everyone in the plan, retirees and separated members included. A plan sponsored in Montana can cover people in every state, and an employer with two plans is counted in both.

When Montana plans renew

Employer plans by typical renewal, the 1st after the policy period ends. 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.

  1. 68Jan 1
  2. 1Feb 1
  3. 1Mar 1
  4. 2Apr 1
  5. 2May 1
  6. 0Jun 1
  7. 5Jul 1
  8. 0Aug 1
  9. 0Sep 1
  10. 0Oct 1
  11. 1Nov 1
  12. 0Dec 1

Largest employer plans in Montana

By total annual premium reported on Schedule A.

BOZEMAN DEACONESS HEALTH SERVICESBOZEMANRenews Jan 1FY2024$31.6MpremiumST. PETERS HEALTHHELENARenews Jan 1FY2023$16.4MpremiumLMLC OPERATIONS, LLCBIG SKYRenews Jan 1FY2025$10.5MpremiumLMLC OPERATIONS, LLCBIG SKYRenews Jan 1FY2025$10.5MpremiumSNOWFLAKE INC.BOZEMANRenews Nov 1FY2025$10.4MpremiumCHARLIE HEALTH, INC.BOZEMANRenews Jan 1FY2024$10MpremiumVULCAN METALS CORPORATIONKANSAS CITYRenews Jan 1FY2025$9.3MpremiumLOENBRO, LLCBLACK EAGLERenews Jan 1FY2025$8.6MpremiumLOGAN HEALTH MEDICAL CENTERKALISPELLRenews Jan 1FY2025$6.8MpremiumS&K TECHNOLOGIES, INCST IGNATIUSRenews Jan 1FY2025$6.8MpremiumMONTANA AUTO DEALERS ASSOCIATIONHELENARenews Jan 1FY2025$6.3MpremiumDICK ANDERSON CONSTRUCTIONHELENARenews Jan 1FY2024$6MpremiumONXMAPS, INC.MISSOULARenews Jan 1FY2025$5.6MpremiumCSWW, INC.GREAT FALLSRenews Mar 1FY2026$5.2MpremiumISLAND MOUNTAIN DEVELOPMENT GROUPHAYSRenews Jan 1FY2025$4.7MpremiumS&K TECHNOLOGIES, INCST IGNATIUSRenews Jan 1FY2023$4.6MpremiumMENHOLT AUTOMOTIVE GROUPBILLINGSRenews Jan 1FY2025$4MpremiumLOGAN HEALTHKALISPELLRenews Jan 1FY2024$3.9MpremiumMORRISON-MAIERLE, INC.HELENARenews Jan 1FY2024$3.7MpremiumA.W.A.R.E., INC.ANACONDARenews Jan 1FY2025$3.6MpremiumCOMMUNITY COUNSELING & CORRECTIONAL SERVICES, INC.BUTTERenews Apr 1FY2025$3.3MpremiumCOMMUNITY HOSPITAL OF ANACONDAANACONDARenews Jan 1FY2024$3.3MpremiumSLETTEN INC.GREAT FALLSRenews Jan 1FY2025$3.2MpremiumNORTHERN MONTANA HOSPITALHAVRERenews Jan 1FY2025$3.2MpremiumCONSUMER DIRECT HOLDINGS, INC.MISSOULARenews Jan 1FY2025$3.1MpremiumMANN MORTGAGE, LLCKALISPELLRenews Jan 1FY2024$2.9MpremiumEASTERSEALS-GOODWILL NORTHERN ROCKY MOUNTAIN, INC.GREAT FALLSRenews Jan 1FY2025$2.9MpremiumGLACIER BANCORP, INC.KALISPELLRenews Jan 1FY2024$2.9MpremiumNWESTCO LLCKALISPELLRenews Jan 1FY2025$2.5MpremiumDAVIDSON COMPANIES, INC.GREAT FALLSRenews Jan 1FY2025$2.5MpremiumWILDFIRE DEFENSE SYSTEMS, INC.BOZEMANRenews Jan 1FY2025$2.5MpremiumASSOCIATED EMPLOYERS OF MONTANABILLINGSRenews Apr 1FY2025$2.4MpremiumKENYON NOBLE LUMBER COMPANYBOZEMANRenews Jan 1FY2025$2.4MpremiumNORTHWESTERN CORPORATIONBUTTERenews Jan 1FY2024$2.4MpremiumBENEFIS HEALTH SYSTEM, INC.GREAT FALLSRenews Jan 1FY2025$2.1MpremiumHOLMAN ENTERPRISES, INC.WHITEFISHRenews Jan 1FY2024$2MpremiumLOGAN HEALTHKALISPELLRenews Jan 1FY2023$2MpremiumGRG ENTERPRISES LLCWHITEFISHRenews Jan 1FY2025$1.9MpremiumRANCH AND HOME SUPPLY LLCBOZEMANRenews Jan 1FY2025$1.7MpremiumMARSH & MCLENNAN AGENCY LLCMISSOULARenews Jan 1FY2025$1.5MpremiumSTOCKMAN FINANCIAL CORP.MILES CITYRenews Jan 1FY2024$1.4MpremiumHEALTH PROFESSIONS OF MONTANA PLAN & TRUSTMISSOULARenews Jan 1FY2025$1.2MpremiumSTILLWATER MINING COMPANYCOLUMBUSRenews Jan 1FY2025$1.2MpremiumELECTRICAL CONSULTANTS, INC.BILLINGSRenews Jan 2FY2026$989.4KpremiumTOWN & COUNTRY FOODS, INC.BOZEMANRenews Jan 1FY2025$981.1KpremiumRESSLER MOTOR COMPANYBOZEMANRenews Jul 1FY2025$863.8KpremiumTOWN PUMP INC.BUTTERenews Jan 1FY2024$850.7KpremiumWASHINGTON CORPORATIONSMISSOULARenews Jan 1FY2024$833.2KpremiumWHEAT HOLDINGS, LLCTHREE FORKSRenews Jan 1FY2025$816.9KpremiumWATKINS BENEFITS, LLCMISSOULARenews Jan 1FY2024$790.4Kpremium

Most active brokers based in Montana

Brokers of record whose filed Schedule A address gives Montana as the state, with the city from that same address. Ranked by the commissions they disclosed on every contract they filed, in Montana and in other states. Each office is listed on its own, so a national firm can appear more than once.

MARSH & MCLENNAN AGENCY LLCMISSOULA$1.5Mcommissions, all statesMARSH & MCLENNAN AGENCYBILLINGS$432.7Kcommissions, all statesPAYNEWEST INSURANCEMISSOULA$381.9Kcommissions, all statesLEAVITT GROUPBILLINGS$243.3Kcommissions, all statesINTERMOUNTAIN UNDERWRITERS INCMISSOULA$225.3Kcommissions, all statesMARSH AND MCLENNAN AGENCY, LLCMISSOULA$128.5Kcommissions, all statesLEAVITT GREAT WEST INS SERVICES LLCBILLINGS$22.3Kcommissions, all states

Carriers writing Montana groups

By the number of Montana employer plans naming the carrier on a Schedule A contract. A plan that names two carriers is counted for both.

BLUECROSS BLUESHIELD OF MONTANA29employer plansVISION SERVICE PLAN16employer plansUNITED OF OMAHA LIFE INSURANCE COMPANY14employer plansUNUM LIFE INSURANCE COMPANY OF AMERICA11employer plansTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8employer plansTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY8employer plansPRINCIPAL LIFE INSURANCE COMPANY8employer plansDEARBORN LIFE INSURANCE COMPANY8employer plansSTANDARD INSURANCE COMPANY7employer plansLIFE INSURANCE COMPANY OF NORTH AMERICA7employer plansDELTA DENTAL INSURANCE COMPANY6employer plansCONTINENTAL AMERICAN INSURANCE COMPANY6employer plansHARTFORD LIFE AND ACCIDENT6employer plansMETROPOLITAN LIFE INSURANCE COMPANY5employer plansRELIANCE STANDARD LIFE INSURANCE COMPANY5employer plans

Looking for a specific company? Search every Form 5500 filer — including self-funded and small plans that don’t appear in these lists.