No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EBMS EIN 81-0391256 NONE | Claims processing Service code 12 | PO BOX 21367 BILLINGS, MT 59104 | $191K |
| LEAGUE SERVICE GROUP EIN 81-0605864 TRUSTEE | Trustee (bank, trust company, or similar financial institution) Service code 21 | 101 N RODNEY HELENA, MT 59601 | $125K |
| LEAVITT GROUP EIN 57-1195029 NONE | Consulting (general) Service code 16 | 3390 COLTON DRIVE, STE A HELENA, MT 59602 | $48K |
| IT STARTS WITH ME EIN 20-1378738 WELLNESS PROVIDER | Other services Service code 49 | 29 FORT MISSOULA RD MISSOULA, MT 59804 | $34K |
| CMC CONSULTING LLC EIN 47-4131554 NONE | Legal Service code 29 | 2491 ASPEN WAY BILLINGS, MT 59106 | $20K |
| NAVITUS EIN 04-3608530 NONE | Claims processing Service code 12 | 2601 WEST BELTLINE HIGHWAY STE 600 MADISON, WI 53713 | $18K |
| VEZAHEALTH, LLC EIN 82-1120693 CONSULTING | Consulting (general) Service code 16 | 2735 BURLWOOD DRIVE BILLINGS, MT 59106 | $14K |
| DOUGLAS WILSON AND COMPANY P.C. EIN 81-0446334 NONE | Accounting (including auditing) Service code 10 | PO BOX 2845 GREAT FALLS, MT 59403 | $11K |
| DATA SMART SOLUTIONS EIN 46-2670685 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | 1111 N RODNEY STE 4 HELENA, MT 59601 | $10K |
| CURALINC, LLC EIN 33-1206383 NONE | Other services Service code 49 | 314 W SUPERIOR STREET SUITE 601 CHICAGO, IL 60654 | $10K |
| STEVE MARIANI NONE | Insurance agents and brokers Service code 22 | PO BOX 1388 HAVRE, MT 59501 | $8K |
| ED PATTERSON EIN 81-0481049 NONE | Insurance agents and brokers Service code 22 | 104 2ND STREET SOUTH STE 200 GREAT FALLS, MT 59401 | $5K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 421 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 14 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 439 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision | VISION SERVICE PLAN | 424 | $14K |
| Stop-loss / reinsurancereinsurance | BENCHMARK INSURANCE COMPANY | 606 | $514K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 606 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.