Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$694K
- Dental$243K
- Vision$243K
- Other$237K
- Life$212K
- Short-term disability$125K
Sponsor portfolio
MONTGOMERY TRANSPORT, LLC
EIN 45-1743971transportation/trucking/railroadLatest filing 2024
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$1.4M premiums
Participants
1,084
2563 COMMERCE CIRCLE - BIRMINGHAM, AL 35217205-332-7482montgomerytransportgroup.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 771 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY49%
- UNITED OF OMAHA LIFE INSURANCE COMPANY34%
- METROPOLITAN LIFE INSURANCE COMPANY17%
Broker market share
Schedule A broker compensation
58%top
- PATRIOT GROWTH INSURANCE SERVICES58%
- YEARY & MOORE, LLC28%
- PAYCOM PAYROLL LLC8%
- GALLAGHER BENEFIT SERVICES, INC.5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONTGOMERY TRANSPORT, LLC 401(K) PLAN
401k
Assets$8.1M
Participants658
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONTGOMERY TRANSPORT, LLC WELFARE PLAN
Mixed - BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
Premiums$1.4M
Covered lives771
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTGOMERY TRANSPORT, LLC 401(K) PLAN | 401k | $8.1M | 658 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONTGOMERY TRANSPORT, LLC WELFARE PLAN | Mixed | BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | $1.4M | 771 | 2024 |
Retirement plans
Welfare plans