PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. A.W.A.R.E., INC.
Sponsor portfolio

A.W.A.R.E., INC.

EIN 81-0360391-Latest filing 2025
Plans
5
Retirement
1
$8.6M assets
Welfare
4
$3.6M premiums
Participants
1,116
205 EAST PARK AVENUE - ANACONDA, MT 59711406-563-8117
Plans on this EIN
5 filings
#001401k-$8.6M - 249 part#501Fully Insured-$3.6M - 971 lives#502Fully Insured-$12K - 706 lives#503Mixed-$4K - 279 lives#504Self Funded-0 lives

Benefits portfolio analytics

4 plans / $3.6M premiums / 1,956 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.6M
  • Health$3.5M
  • Prescription drug$3.5M
  • Vision$88K
  • Life$88K
Total $3.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • DEARBORN LIFE INSURANCE COMPANY2%
  • TRANSCARENT0%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $55K1 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

A.W.A.R.E., INC. RETIREMENT PLAN AND TRUST

401k

Assets$8.6M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A.W.A.R.E., INC. EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF MONTANA

Premiums$3.6M
Covered lives971
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

A.W.A.R.E., INC VISION PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$12K
Covered lives706
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

98POINT6 TELEHEALTH

Mixed - TRANSCARENT

Premiums$4K
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

A.W.A.R.E., INC. HRA PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001A.W.A.R.E., INC. RETIREMENT PLAN AND TRUST401k$8.6M2492024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A.W.A.R.E., INC. EMPLOYEE WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF MONTANA$3.6M9712025
502A.W.A.R.E., INC VISION PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$12K7062024
50398POINT6 TELEHEALTHMixedTRANSCARENT$4K2792024
504A.W.A.R.E., INC. HRA PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica