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Sponsor portfolio

THOMAS, DEAN & HOSKINS, INC.

EIN 81-0295283-Latest filing 2025
Plans
2
Retirement
1
$32.8M assets
Welfare
1
$1.6M premiums
Participants
299
1800 RIVER DRIVE NORTH - GREAT FALLS, MT 59401406-761-3010
Plans on this EIN
2 filings
#002ESOP-$32.8M - 199 part#501Fully Insured-$1.6M - 234 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Health$1.6M
  • Dental$1.6M
  • Prescription drug$1.6M
  • Vision$73K
  • Life$73K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • THOMAS, DEAN & HOSKINS, INC.0%
Total $96K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THOMAS, DEAN & HOSKINS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$32.8M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THOMAS, DEAN & HOSKINS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS AND BLUESHIELD OF MONTANA

Premiums$1.6M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THOMAS, DEAN & HOSKINS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$32.8M1992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THOMAS, DEAN & HOSKINS, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS AND BLUESHIELD OF MONTANA$1.6M2342025
Retirement plans
Welfare plans
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