Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$763K
- Dental$43K
- Vision$8K
- Short-term disability$7K
- Life$5K
- Other$5K
Sponsor portfolio
WEST MONT
EIN 81-0402506non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$2.2M assets
Welfare
1
$826K premiums
Participants
283
2708 BOZEMAN AVENUE - HELENA, MT 59601406-447-3136LinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $826K premiums / 145 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
95%top
- USI INSURANCE SERVICES LLC95%
- CLARITY ENROLLMENT SOLUTIONS LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WEST MONT 401(K) PLAN
401k
Assets$2.2M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WEST MONT EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF MONTANA
Premiums$826K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WEST MONT 401(K) PLAN | 401k | $2.2M | 166 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WEST MONT EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF MONTANA | $826K | 145 | 2025 |
Retirement plans
Welfare plans