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Filings through Oct 24, 2026.

Cushing Terrell

EIN 81-0305543-architecture & planning-Latest filing 2025
Plans
3
Retirement
1
$106.3M assets
Health & Benefits
2
$176K premiums
Participants
1,526
POB 1439 13 NORTH 23RD STREET - BILLINGS, MT 59103406-248-7455cushingterrell.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
3 filings
#001401(k)-$106.3M - 680 part#502Fully insured-$176K - 477 lives#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $176K premiums / 477 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$206K
  • Long-term disability$206K
  • Other$206K
Total $206K3 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CUSHING TERRELL 401(K) RETIREMENT PLAN

401(k)

Assets$106.3M
Participants680
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

CTA INC LIFE & DISABILITY PLAN

Fully insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$176K
Covered lives477
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

CTA INC HEALTH BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CUSHING TERRELL 401(K) RETIREMENT PLAN401(k)$106.3M6802025
  • CUSHING TERRELL 401(K) RETIREMENT PLAN$106.3M
    #001 · 401(k) · 2025680

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502CTA INC LIFE & DISABILITY PLANFully insuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$176K4772025
#501CTA INC HEALTH BENEFIT PLANSelf-funded-$002025
  • CTA INC LIFE & DISABILITY PLAN$176K
    #502 · Fully insured · EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · 2025477
  • CTA INC HEALTH BENEFIT PLAN$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

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