Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Other$61K
- Vision$26K
- Life$26K
Sponsor portfolio
AVMAX MONTANA, INC.
EIN 20-4467616airlines/aviationLatest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
$1.4M premiums
Participants
310
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 126 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- AFLAC3%
- DEARBORN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
86%top
- HUB INTERNATIONAL MIDWEST LIMITED86%
- KARI SCHALIN11%
- HOLLY KRISITNE HALL1%
- VERNON LINDSTRAND1%
- JOSE CRUZ BLANCO1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AVMAX MONTANA, INC. 401(K) P/S PLAN
401k
Assets$1.9M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AVMAX MONTANA, INC. EMPLOYEE BENEFITS PLAN
Mixed - BLUECROSS BLUESHIELD OF MONTANA
Premiums$1.4M
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVMAX MONTANA, INC. 401(K) P/S PLAN | 401k | $1.9M | 181 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AVMAX MONTANA, INC. EMPLOYEE BENEFITS PLAN | Mixed | BLUECROSS BLUESHIELD OF MONTANA | $1.4M | 126 | 2025 |
Retirement plans
Welfare plans