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Sponsor portfolio

TAMARACK MANAGEMENT, INC.

EIN 81-0513898-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$232K premiums
Participants
543
PO BOX 7609 - MISSOULA, MT 59807406-329-7352
Plans on this EIN
2 filings
#002CashBalance-$10.8M - 337 part#501Mixed-$232K - 187 lives

Benefits portfolio analytics

1 plan / $232K premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$85K
  • Long-term disability$62K
  • Other$60K
  • Life$42K
  • Short-term disability$13K
  • Vision$12K
Total $232K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA53%
  • STANDARD INSURANCE COMPANY42%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
Total $232K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $21K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TAMARACK MANAGEMENT INC. PENSION PLAN

CashBalance

Assets$10.8M
Participants337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TAMARACK MANAGEMENT, INC. EMPLOYEE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$232K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TAMARACK MANAGEMENT INC. PENSION PLANCashBalance$10.8M3372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TAMARACK MANAGEMENT, INC. EMPLOYEE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$232K1872025
Retirement plans
Welfare plans
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