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Sponsor portfolio

SIMKINS-HALLIN, INC.

EIN 81-0228254-building materials-Latest filing 2024
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$1.0M premiums
Participants
235
326 NORTH BROADWAY - BOZEMAN, MT 59715406-586-5495simkins-hallin.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$10.9M - 133 part#502Fully Insured-$1.0M - 91 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 91 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$982K
  • Dental$50K
  • Vision$50K
  • Life$50K
  • Other$50K
Total $1.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • PACIFICSOURCE HEALTH PLANS95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • JENNIFER MCGLONE56%
  • SHYLA R SYVERSON28%
  • HUB INTERNATIONAL MIDWEST LIMITED12%
  • BIG SKY BENEFIT SOLUTIONS LLC3%
  • ENROLLEASE1%
  • +1 more
Total $41K6 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

SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST

401k

Assets$10.9M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SIMKINS-HALLIN, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - PACIFICSOURCE HEALTH PLANS

Premiums$1.0M
Covered lives91
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMKINS-HALLIN, INC. 401(K) PLAN AND TRUST401k$10.9M1332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SIMKINS-HALLIN, INC. EMPLOYEE BENEFITS PLANFully InsuredPACIFICSOURCE HEALTH PLANS$1.0M912024
Retirement plans
Welfare plans
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