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Sponsor portfolio

MT BLOOM HOLDINGS, LLC

EIN 93-3254440-Latest filing 2025
Plans
2
Retirement
1
$770K assets
Welfare
1
$939K premiums
Participants
506
PO BOX 7690 - HELENA, MT 59604406-788-6381
Plans on this EIN
2 filings
#001401k-$770K - 249 part#501Fully Insured-$939K - 257 lives

Benefits portfolio analytics

1 plan / $939K premiums / 257 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$939K
  • Health$918K
  • Dental$918K
  • Prescription drug$918K
  • Vision$21K
  • Life$21K
Total $939K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • DEARBORN LIFE INSURANCE COMPANY2%
Total $939K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LEAVITT GROUP100%
Total $52K1 slice

Plan deep-dives

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

MT BLOOM HOLDINGS LLC 401(K) PLAN

401k

Assets$770K
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MT BLOOM HOLDINGS, LLC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF MONTANA

Premiums$939K
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MT BLOOM HOLDINGS LLC 401(K) PLAN401k$770K2492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MT BLOOM HOLDINGS, LLC HEALTH & WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF MONTANA$939K2572025
Retirement plans
Welfare plans
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