Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.1M
- Life$237K
- Long-term disability$54K
- Other$15K
Sponsor portfolio
STOCKMAN FINANCIAL CORP.
EIN 81-0399040Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$116.7M assets
Welfare
1
$1.4M premiums
Participants
1,764
PO BOX 250 - MILES CITY, MT 593010250406-234-8470
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 906 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA79%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
Broker market share
Schedule A broker compensation
71%top
- INTERMOUNTAIN INSURANCE SERVICES71%
- INDEPENDENCE PLANNING GROUP29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
STOCKMAN FINANCIAL CORP 401 (K) PLAN
401k
Assets$116.7M
Participants1,111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH BENEFITS PLAN FOR THE EMPLOYEES OF STOCKMAN FINANCIAL CORP.
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.4M
Covered lives906
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | STOCKMAN FINANCIAL CORP 401 (K) PLAN | 401k | $116.7M | 1,111 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH BENEFITS PLAN FOR THE EMPLOYEES OF STOCKMAN FINANCIAL CORP. | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.4M | 906 | 2024 |
Retirement plans
Welfare plans