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Sponsor portfolio

DJ&A, P.C.

EIN 81-0524186-information technology and services-Latest filing 2025
Plans
3
Retirement
1
$19.3M assets
Welfare
2
$1.3M premiums
Participants
461
2000 MAPLE STREET - MISSOULA, MT 59808406-721-4320djanda.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$19.3M - 209 part#505Fully Insured-$1.2M - 301 lives#501Fully Insured-$109K - 124 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 425 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$146K
  • Vision$146K
  • Life$146K
  • Long-term disability$146K
  • Other$146K
Total $146K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $146K1 slice

Broker market share

Schedule A broker compensation

Split broker
61%top
  • HUB INTERNATIONAL MIDWEST LIMITED61%
  • ASSUREDPARTNERS20%
  • USI INSURANCE SERVICES LLC19%
Total $12K3 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

DJ&A, P.C., PROFIT SHARING PLAN

401k

Assets$19.3M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

DJ& A

Fully Insured - BLUE CROSS BLUE SHIELD OF MONTANA

Premiums$1.2M
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DJ& A

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$109K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DJ&A, P.C., PROFIT SHARING PLAN401k$19.3M2092025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505DJ& AFully InsuredBLUE CROSS BLUE SHIELD OF MONTANA$1.2M3012025
501DJ& AFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$109K1242025
Retirement plans
Welfare plans
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