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Sponsor portfolio

MENHOLT AUTOMOTIVE GROUP

EIN 81-0449357-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$4.0M premiums
Participants
874
3000 KING AVENUE WEST - BILLINGS, MT 59102406-896-3000
Plans on this EIN
2 filings
#001401k-$26.2M - 537 part#501Fully Insured-$4.0M - 494 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 494 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.5M
  • Other$516K
  • Life$382K
  • Dental$330K
  • Vision$330K
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • AFLAC5%
Total $4.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MIRIAM AVERY INSURANCE AGENCY80%
  • JAKE KAUFMANN5%
  • DUANE J BINSTOCK3%
  • CHERYL LORRAINE JOHNSON3%
  • KAYLA ANN SCHAD1%
  • +3 more
Total $179K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MENHOLT AUTOMOTIVE GROUP 401(K) PLAN

401k

Assets$26.2M
Participants537
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MENHOLT AUTOMOTIVE GROUP HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF MONTANA

Premiums$4.0M
Covered lives494
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MENHOLT AUTOMOTIVE GROUP 401(K) PLAN401k$26.2M5372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MENHOLT AUTOMOTIVE GROUP HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF MONTANA$4.0M4942025
Retirement plans
Welfare plans
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