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AUTOMOTIVE & INDUSTRIAL DISTRIBUTORS OF BILLINGS

EIN 81-0236090-computer software-Latest filing 2025
Plans
3
Retirement
2
$16.6M assets
Welfare
1
$758K premiums
Participants
655
900 1ST AVE N, PO BOX 1999 - BILLINGS, MT 59103406-246-6443LinkedIn201-500 employeescomputer software
Plans on this EIN
3 filings
#001ESOP-$8.7M - 240 part#002401k-$8.0M - 294 part#502Mixed-$758K - 121 lives

Retirement portfolio analytics

2 plans aggregated / $16.6M assets / 534 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • EMPLOYEE STOCK OWNERSHIP (#001)52%
  • BILLINGS - 401(K) (#002)48%
Total $16.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BILLINGS - 401(K) (#002)294
  • EMPLOYEE STOCK OWNERSHIP (#001)240
Total 534Click row to drill in

Benefits portfolio analytics

1 plan / $758K premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$685K
  • Dental$73K
Total $758K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY90%
  • DELTA DENTAL OF CALIFORNIA10%
Total $758K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LEAVITT GROUP100%
Total $103K1 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

AUTOMOTIVE & INDUSTRIAL DISTRIBUTORS OF BILLINGS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.7M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AUTOMOTIVE AND INDUSTRIAL DISTRIBUTORS OF BILLINGS - 401(K) PLAN

401k

Assets$8.0M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

A & I DISTRIBUTORS MEDICAL BENEFITS PLAN & A & I DISTRIBUTORS DENTAL BENEFITS PLAN

Mixed - BERKLEY LIFE & HEALTH INSURANCE COMPANY

Premiums$758K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AUTOMOTIVE & INDUSTRIAL DISTRIBUTORS OF BILLINGS EMPLOYEE STOCK OWNERSHIP PLANESOP$8.7M2402024
002AUTOMOTIVE AND INDUSTRIAL DISTRIBUTORS OF BILLINGS - 401(K) PLAN401k$8.0M2942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502A & I DISTRIBUTORS MEDICAL BENEFITS PLAN & A & I DISTRIBUTORS DENTAL BENEFITS PLANMixedBERKLEY LIFE & HEALTH INSURANCE COMPANY$758K1212025
Retirement plans
Welfare plans
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