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Sponsor portfolioWelfare / HealthEIN 20-0080113

SUN MOUNTAIN LUMBER, INC.

181 GREENHOUSE RD · DEER LODGE, MT 59722
4068461600
Plans filed
1
Years active
2016–2025
Industry
NAICS 11
Latest filing
2025
Total premiums (latest)
$5.0M
No prior year
Persons covered
410
No prior year
Total participants
200
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.0M
SUN MOUNTAIN LUMBER AND AFFILIATED COMPANIES HEALTH AND WELFARE PLAN
Fully insured410 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF MONTANA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.8M48.9%
Dental$4.8M48.9%
Life$69K0.7%
Short-term disability$54K0.5%
Other$39K0.4%
Vision$27K0.3%
Long-term disability$26K0.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$4.8M96.4%11410
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$151K3.0%16215
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
V
$27K0.5%11215

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCROANOKE, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DEARBORN LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF MONTANA$173K$8K$182K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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