Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$63K
- Other$31K
- Life$20K
- Long-term disability$19K
- Short-term disability$16K
- Vision$11K
Sponsor portfolioTH
ON SITE MANAGEMENT, INC.
EIN 81-0445392Latest filing 2025
Plans
2
Retirement
1
$20.9M assets
Welfare
1
$139K premiums
Participants
250
101 S WALLACE AVENUE, SUITE 301 - BOZEMAN, MT 59715406-586-1500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $139K premiums / 93 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
100%top
- LEAVITT GROUP100%
- LEAVIT GROUP INSUR ADVISORS INC0%
- ENROLLEASE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ON SITE MANAGEMENT 401(K) RETIREMENT PLAN
401k
Assets$20.9M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ON SITE MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$139K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ON SITE MANAGEMENT 401(K) RETIREMENT PLAN | 401k | $20.9M | 157 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ON SITE MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $139K | 93 | 2025 |
Retirement plans
Welfare plans