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Sponsor portfolio

ORTHO MONTANA, PSC

EIN 81-0303109-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$30.1M assets
Welfare
2
$314K premiums
Participants
356
2900 12TH AVENUE NORTH, SUITE 140W - BILLINGS, MT 59101406-237-5050montanabones.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$30.1M - 139 part#502Fully Insured-$314K - 117 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $314K premiums / 117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$314K
  • Short-term disability$314K
  • Long-term disability$314K
  • Other$314K
Total $314K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $314K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LEAVITT GROUP100%
Total $14K1 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

ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN

401k

Assets$30.1M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ORTHO MONTANA EMPLOYEE LIFE/AD&D AND DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$314K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ORTHO MONTANA, PSC EMPLOYEE MEDICAL AND DENTAL

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN401k$30.1M1392024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ORTHO MONTANA EMPLOYEE LIFE/AD&D AND DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$314K1172025
501ORTHO MONTANA, PSC EMPLOYEE MEDICAL AND DENTALSelf Funded-$002025
Retirement plans
Welfare plans
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