PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Opportunity Bank of Montana
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Opportunity Bank of Montana

EIN 81-0105500-banking-Latest filing 2025
Plans
3
Retirement
2
$54.9M assets
Health & Benefits
1
$191K premiums
Participants
1,372
P.O. BOX 4999 - HELENA, MT 59604406-442-3080opportunitybank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401(k)-$46.0M - 497 part#003ESOP-$8.9M - 543 part#501Mixed-$191K - 370 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $54.9M assets / 1,040 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN & TRUST (#002)$46.0M
  • EMPLOYEE STOCK OWNERSHIP (#003)$8.9M
Total $54.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • NWPS$46.0M
  • (Not disclosed)$8.9M
Total $54.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)543
  • PLAN & TRUST (#002)497
Total 1,040Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

OPPORTUNITY BANK OF MONTANA PROFIT SHARING PLAN & TRUST

401(k)

Assets$46.0M
Participants497
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

OPPORTUNITY BANK OF MONTANA EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.9M
Participants543
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

OPPORTUNITY BANK OF MONTANA EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$191K
Covered lives370
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002OPPORTUNITY BANK OF MONTANA PROFIT SHARING PLAN & TRUST401(k)$46.0M4972025
#003OPPORTUNITY BANK OF MONTANA EMPLOYEE STOCK OWNERSHIP PLANESOP$8.9M5432025
  • OPPORTUNITY BANK OF MONTANA PROFIT SHARING PLAN & TRUST$46.0M
    #002 · 401(k) · 2025497
  • OPPORTUNITY BANK OF MONTANA EMPLOYEE STOCK OWNERSHIP PLAN$8.9M
    #003 · ESOP · 2025543

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501OPPORTUNITY BANK OF MONTANA EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$191K3702025
  • OPPORTUNITY BANK OF MONTANA EMPLOYEE BENEFITS PLAN$191K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025370
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica