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Sponsor portfolio

MONTANA AUTOMOBILE DEALERS ASSN.

EIN 81-0170300-automotive-Latest filing 2025
Plans
2
Retirement
1
$97K assets
Welfare
1
$6.3M premiums
Participants
574
501 N. SANDERS - HELENA, MT 59601406-442-1233LinkedIn1-10 employeesautomotive
Plans on this EIN
2 filings
#001401k-$97K - 5 part#502Mewa-$6.3M - 835 lives

Benefits portfolio analytics

1 plan / $6.3M premiums / 835 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.3M
  • Prescription drug$6.3M
  • Stop-loss$6.3M
  • Life$36K
  • Other$36K
Total $6.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $6.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MONTANA AUTOMOBILE DEALERS ASSOC100%
Total $5K1 slice

Plan deep-dives

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

MONTANA AUTOMOBILE DEALERS ASSN. 401(K) PLAN

401k

Assets$97K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MONTANA AUTO DEALERS ASSOCIATION GROUP BENEFITS TR

Mewa - BLUE CROSS BLUE SHIELD OF MONTANA

Premiums$6.3M
Covered lives835
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTANA AUTOMOBILE DEALERS ASSN. 401(K) PLAN401k$97K52025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MONTANA AUTO DEALERS ASSOCIATION GROUP BENEFITS TRMewaBLUE CROSS BLUE SHIELD OF MONTANA$6.3M8352025
Retirement plans
Welfare plans
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