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Sponsor portfolio

FLATHEAD INDUSTRIES

EIN 23-7359797-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$844K premiums
Participants
300
P.O. BOX 1916 - KALISPELL, MT 599031916406-755-7656flatheadindustries.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filings
#002401k-$4.9M - 133 part#501Fully Insured-$844K - 213 lives

Benefits portfolio analytics

1 plan / $844K premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$775K
  • Dental$38K
  • Other$22K
  • Life$16K
  • Vision$8K
Total $844K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • PACIFICSOURCE HEALTH PLANS92%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
Total $844K3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • WINSTON WALTERS80%
  • HUB INTERNATIONAL MIDWEST LIMITED20%
Total $48K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FLATHEAD INDUSTRIES 401(K) RETIREMENT PLAN & TRUST

401k

Assets$4.9M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FLATHEAD INDUSTRIES EMPLOYEE BENEFITS PLAN

Fully Insured - PACIFICSOURCE HEALTH PLANS

Premiums$844K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FLATHEAD INDUSTRIES 401(K) RETIREMENT PLAN & TRUST401k$4.9M1332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FLATHEAD INDUSTRIES EMPLOYEE BENEFITS PLANFully InsuredPACIFICSOURCE HEALTH PLANS$844K2132025
Retirement plans
Welfare plans
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