Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$127K
- Other$113K
- Life$97K
- Long-term disability$31K
- Vision$17K
Sponsor portfolioTH
MOUNTAINONE FINANCIAL, INC.
EIN 36-4495073bankingLatest filing 2025
Plans
2
Retirement
1
$24.0M assets
Welfare
1
$288K premiums
Participants
316
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $288K premiums / 224 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY89%
- VISION SERVICE PLAN6%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
87%top
- DIGITAL INSURANCE LLC87%
- FMLASOURCE INC9%
- MASS FNCL SVCS INS AGCY INC2%
- CENTRO BENEFITS RESEARCH LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MOUNTAINONE FINANCIAL, INC. PENSION PLAN
TraditionalDB
Assets$24.0M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MOUNTAINONE LIFE AND LTD PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$288K
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOUNTAINONE FINANCIAL, INC. PENSION PLAN | TraditionalDB | $24.0M | 123 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MOUNTAINONE LIFE AND LTD PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $288K | 224 | 2024 |
Retirement plans
Welfare plans