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Sponsor portfolioTH

OPPORTUNITY BANK OF MONTANA

EIN 81-0105500-banking-Latest filing 2025
Plans
3
Retirement
2
$47.1M assets
Welfare
1
$191K premiums
Participants
1,347
P.O. BOX 4999 - HELENA, MT 59604406-442-3080opportunitybank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401k-$40.0M - 500 part#003ESOP-$7.1M - 515 part#501Mixed-$191K - 370 lives

Retirement portfolio analytics

2 plans aggregated / $47.1M assets / 1,015 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PLAN & TRUST (#002)85%
  • EMPLOYEE STOCK OWNERSHIP (#003)15%
Total $47.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • NWPS85%
  • (Not disclosed)15%
Total $47.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)515
  • PLAN & TRUST (#002)500
Total 1,015Click row to drill in

Benefits portfolio analytics

1 plan / $191K premiums / 370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$191K
  • Short-term disability$191K
  • Long-term disability$191K
  • Other$191K
Total $191K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $191K1 slice

Broker market share

Schedule A broker compensation

Split broker
81%top
  • MARSH & MCLENNAN AGENCY LLC81%
  • FMLASOURCE INC16%
  • UNITED OF OMAHA LIFE INSURANCE CO4%
Total $55K3 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

OPPORTUNITY BANK OF MONTANA PROFIT SHARING PLAN & TRUST

401k

Assets$40.0M
Participants500
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

OPPORTUNITY BANK OF MONTANA EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.1M
Participants515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OPPORTUNITY BANK OF MONTANA EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$191K
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OPPORTUNITY BANK OF MONTANA PROFIT SHARING PLAN & TRUST401k$40.0M5002024
003OPPORTUNITY BANK OF MONTANA EMPLOYEE STOCK OWNERSHIP PLANESOP$7.1M5152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OPPORTUNITY BANK OF MONTANA EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$191K3702025
Retirement plans
Welfare plans
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