Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Stop-loss$1.3M
- Life$352K
- Short-term disability$352K
- Long-term disability$352K
- +1 more
Sponsor portfolio
ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC.
EIN 81-0400550hospital & health careLatest filing 2025
Plans
2
Retirement
1
$55.3M assets
Welfare
1
$1.6M premiums
Participants
1,516
2806 SOUTH GARFIELD STREET - MISSOULA, MT 59801406-721-2222abpmtpa.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 590 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- SUN LIFE ASSURANCE COMPANY OF CANADA78%
- SYMETRA LIFE INSURANCE COMPANY22%
Broker market share
Schedule A broker compensation
100%top
- INTERMOUNTAIN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC. 401(K) PLAN
401k
Assets$55.3M
Participants787
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH BENEFIT PLAN FOR THE EMPLOYEES OF ALLEGIANCE BENEFIT PLAN MANAGEMENT INC
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.6M
Covered lives590
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC. 401(K) PLAN | 401k | $55.3M | 787 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH BENEFIT PLAN FOR THE EMPLOYEES OF ALLEGIANCE BENEFIT PLAN MANAGEMENT INC | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.6M | 590 | 2025 |
Retirement plans
Welfare plans