Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$89K
- Life$89K
- Short-term disability$89K
- Other$89K
Sponsor portfolioTH
MONTGOMERY'S FURNITURE, INC
EIN 46-0399263Latest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$89K premiums
Participants
237
808 W CHEROKEE ST - SIOUX FALLS, SD 571040341605-332-4400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $89K premiums / 155 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
59%top
- BOEN & ASSOCIATES INC59%
- GIS BENEFITS INC41%
- GIS BENEFITS INC DBA BOON CHAPMAN-0%
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'S 401(K) PLAN
401k
Assets$4.8M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PRINCIPAL LIFE INSURANCE PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$89K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTGOMERY'S 401(K) PLAN | 401k | $4.8M | 131 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PRINCIPAL LIFE INSURANCE PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $89K | 155 | 2025 |
Retirement plans
Welfare plans