Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$620K
- Life$41K
- Long-term disability$20K
- Other$9K
Sponsor portfolio
ROCKY MOUNTAIN ELK FOUNDATION INC
EIN 81-0421425non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$29.8M assets
Welfare
1
$690K premiums
Participants
447
5705 GRANT CREEK RD - MISSOULA, MT 598089394406-523-4555rmef.comLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $690K premiums / 145 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- GERBER LIFE INSURANCE COMPANY90%
- LIFE INSURANCE COMPANY OF NORTH AMERICA9%
- AFLAC1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
83%top
- INDEPENDENCE PLANNING GROUP83%
- INTERMOUNTAIN INSURANCE SERVICES16%
- JADELL HOVANDER1%
- SCOTT HOENSTINE0%
- STEPHEN C JONES0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ROCKY MOUNTAIN ELK FOUNDATION, INC. TAX SHELTERED ANNUITY PLAN
403b
Assets$29.8M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ROCKY MOUNTAIN ELK FOUNDATION BENEFIT PLAN
Mixed - GERBER LIFE
Premiums$690K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROCKY MOUNTAIN ELK FOUNDATION, INC. TAX SHELTERED ANNUITY PLAN | 403b | $29.8M | 194 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ROCKY MOUNTAIN ELK FOUNDATION BENEFIT PLAN | Mixed | GERBER LIFE | $690K | 145 | 2025 |
Retirement plans
Welfare plans