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Sponsor portfolio

CROWLEY FLECK PLLP

EIN 81-0122795-legal services-Latest filing 2025
Plans
3
Retirement
1
$124.4M assets
Welfare
2
$3.4M premiums
Participants
747
490 NORTH 31ST STREET SUITE 500 - BILLINGS, MT 59101406-252-3441crowleyfleck.comLinkedIn201-500 employeeslegal services
Plans on this EIN
3 filings
#001401k-$124.4M - 310 part#503Fully Insured-$3.0M - 383 lives#501Fully Insured-$339K - 260 lives

Benefits portfolio analytics

2 plans / $3.4M premiums / 643 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Dental$3.0M
  • Life$339K
  • Short-term disability$339K
  • Long-term disability$339K
  • Other$339K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • SYMETRA LIFE INSURANCE COMPANY10%
  • VISION SERVICE PLAN1%
Total $3.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • HUB INTERNATIONAL MIDWEST LIMITED83%
  • CONNEXION INSURANCE SOLUTIONS10%
  • MARSH & MCLENNAN AGENCY LLC8%
Total $176K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CROWLEY FLECK PLLP PROFIT SHARING PLAN AND TRUST

401k

Assets$124.4M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CROWLEY FLECK PLLP WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MONTANA

Premiums$3.0M
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CROWLEY FLECK PLLP LIFE AND DISABILITY INSURANCE PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$339K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CROWLEY FLECK PLLP PROFIT SHARING PLAN AND TRUST401k$124.4M3102025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CROWLEY FLECK PLLP WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MONTANA$3.0M3832025
501CROWLEY FLECK PLLP LIFE AND DISABILITY INSURANCE PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$339K2602025
Retirement plans
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