# MONTGOMERY TRANSPORT, LLC WELFARE PLAN

Health and welfare plan sponsored by **MONTGOMERY TRANSPORT, LLC**. Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | MONTGOMERY TRANSPORT, LLC |
| EIN | 451743971 |
| Plan number | 501 |
| Plan year | 2024 |
| Location | BIRMINGHAM, AL |
| Industry | transportation/trucking/railroad |
| Funding | mixed |
| Total premiums | $1.4M |
| Participants | 426 |
| Persons covered | 771 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY | Stop-loss |
| MUTUAL OF OMAHA INSURANCE COMPANY | Life, STD, Other |
| METLIFE LEGAL PLANS | Dental, Vision |

## Brokers

| Broker | Placed with |
|---|---|
| YEARY & MOORE, LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| PATRIOT GROWTH INSURANCE SERVICES | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| PAYCOM PAYROLL LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| YEARY & MOORE, LLC | UNITED OF OMAHA LIFE INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | UNITED OF OMAHA LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/451743971-501
- Cite as: PlanOptica, https://planoptica.com/welfare/451743971-501
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