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  2. Allegiance Benefit Plan Management, Inc.
  • Benefits analytics
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Filings through Oct 24, 2026.

Allegiance Benefit Plan Management, Inc.

EIN 81-0400550-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$55.3M assets
Health & Benefits
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 filings
#001401(k)-$55.3M - 787 part#501Mixed-$1.6M - 590 lives

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

Benefits portfolio analytics

1 plan / $1.6M premiums / 590 covered lives

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
Total $1.6M7 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

ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC. 401(K) PLAN

401(k)

Assets$55.3M
Participants787
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC. 401(K) PLAN401(k)$55.3M7872024
  • ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC. 401(K) PLAN$55.3M
    #001 · 401(k) · 2024787

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HEALTH BENEFIT PLAN FOR THE EMPLOYEES OF ALLEGIANCE BENEFIT PLAN MANAGEMENT INCMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.6M5902025
  • HEALTH BENEFIT PLAN FOR THE EMPLOYEES OF ALLEGIANCE BENEFIT PLAN MANAGEMENT INC$1.6M
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025590
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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  4. Health & Benefits plans
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