| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INS SERVICES LLC | 2345 KING AVE W STE E BILLINGS, MT 59102 | BLUE CROSS BLUE SHIELD OF MONTANA | — | — | $0 | 0.00% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INSURANCE SERVIC | 2345 KING AVE W STE E BILLINGS, MT 59102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 12.34% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INS SERVICES LLC | 2345 KING AVE W STE E BILLINGS, MT 59102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $695 | $695 | 2.55% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP INSUR ADVISORS INC | 560 S 300 E STE 150 SALT LAKE CITY, UT 84111 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $278 | $278 | 1.02% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INSURANCE SERVIC | 2345 KING AVE W STE E BILLINGS, MT 59102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 15.00% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INS SERVICES LLC | 2345 KING AVE W STE E BILLINGS, MT 59102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $632 | $632 | 2.52% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP INSUR ADVISORS INC | 560 S 300 E STE 150 SALT LAKE CITY, UT 84111 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $253 | $253 | 1.01% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INS SERVICES LLC | 2345 KING AVE W STE E BILLINGS, MT 59102 | DELTA DENTAL INSURANCE COMPANY | $4K | — | $4K | 19.99% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INSURANCE SERVIC | 2345 KING AVE W STE E BILLINGS, MT 59102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $627 | $0 | $627 | 5.00% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INS SERVICES LLC | 2345 KING AVE W STE E BILLINGS, MT 59102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $333 | $333 | 2.66% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP INSUR ADVISORS INC | 560 S 300 E STE 150 SALT LAKE CITY, UT 84111 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $133 | $133 | 1.06% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INS SERVICES LLC | 2345 KING AVE W STE E BILLINGS, MT 59102 | DELTA DENTAL INSURANCE COMPANY | $2K | — | $2K | 21.15% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INSURANCE SERVIC | 2345 KING AVE W STE E BILLINGS, MT 59102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $868 | $0 | $868 | 10.00% |
| LEAVITT GROUP3 Filed as: LEAVITT GREAT WEST INS SERVICES LLC | 2345 KING AVE W STE E BILLINGS, MT 59102 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $236 | $236 | 2.72% |
| LEAVITT GROUP3 Filed as: LEAVITT GROUP INSUR ADVISORS INC | 560 S 300 E STE 150 SALT LAKE CITY, UT 84111 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $94 | $94 | 1.08% |
No Schedule C service providers reported on this filing.
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 | 119 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 119 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD OF MONTANA | 122 | $772K |
| Dental(2 contracts) | DELTA DENTAL INSURANCE COMPANY | 118 | $29K |
| Vision | UNITED OF OMAHA LIFE INSURANCE COMPANY | 98 | $13K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 166 | $34K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 100 | $27K |
| Prescription drug | BLUE CROSS BLUE SHIELD OF MONTANA | 122 | $772K |
| Other(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 166 | $34K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 166 | — |
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.