Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$400K
- Dental$66K
- Short-term disability$29K
- Long-term disability$29K
- Life$25K
- Other$25K
- +1 more
Sponsor portfolio
LA MONTANITA CO-OP
EIN 85-0246898food & beveragesLatest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$533K premiums
Participants
432
901 MENAUL BOULEVARD NE - ALBUQUERQUE, NM 87107505-217-2024LinkedIn201-500 employeesfood & beverages
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $533K premiums / 179 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- FIDELITY SECURITY LIFE INSURANCE COMPANY75%
- COMPANION LIFE INSURANCE COMPANY17%
- HARTFORD LIFE AND ACCIDENT5%
- KANSAS CITY LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
61%top
- CRC BENEFITS61%
- SAGE BENEFIT CONSULTANTS28%
- BENEFITSOURCE INC5%
- MONICA MARTINEZ3%
- BURT SHELLEY1%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LA MONTANITA 401(K) SAVINGS PLAN
401k
Assets$2.9M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LA MONTANITA CO-OP EMPLOYEE BENEFITS PLAN
Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$533K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LA MONTANITA 401(K) SAVINGS PLAN | 401k | $2.9M | 273 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LA MONTANITA CO-OP EMPLOYEE BENEFITS PLAN | Mixed | FIDELITY SECURITY LIFE INSURANCE COMPANY | $533K | 179 | 2025 |
Retirement plans
Welfare plans