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Sponsor portfolioWelfare / HealthEIN 34-2000096

MANN MORTGAGE, LLC

1220 WHITEFISH STAGE ROAD · KALISPELL, MT 59901
4067516276
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$2.9M
No prior year
Persons covered
80
No prior year
Total participants
16
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.9M
MANN MORTGAGE, LLC WELFARE BENEFIT PLAN
Fully insured80 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF MONTANA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.5M35.2%
Prescription drug$2.5M35.2%
Other$415K5.9%
Short-term disability$371K5.2%
Dental$328K4.6%
Vision$328K4.6%
Life$328K4.6%
Long-term disability$328K4.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRx
$2.5M85.7%1176
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$328K11.3%1129
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$44K1.5%110
AFLAC
EIN 570514130
STDOth
$43K1.5%1180

Broker overview

10 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PANORAMA RISK & INSURANCE SOLUTIONSSCOTTSDALE, AZTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUECROSS BLUESHIELD OF MONTANA$32K$5$32K53.9%1
CAPITAL FINANCIAL GROUP INCSCOTTSDALE, AZTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA$15K$0$15K25.5%1
SHANNON L BRITTENHAMKALISPELL, IDCONTINENTAL AMERICAN INSURANCE COMPANY$10K$0$10K17.7%1
ASHLEIGH GEORGEMISSOULA, IDCONTINENTAL AMERICAN INSURANCE COMPANY$1K$0$1K2.5%1
CRAIG MICHELSENGREAT FALLS, IDCONTINENTAL AMERICAN INSURANCE COMPANY$63$0$630.1%1
JODIE WALKGREAT FALLS, IDCONTINENTAL AMERICAN INSURANCE COMPANY$34$0$340.1%1
ANDREW THEISMISSOULA, IDCONTINENTAL AMERICAN INSURANCE COMPANY$21$0$210.0%1
WOITH INSURANCE AGENCY INCGREAT FALLS, MTCONTINENTAL AMERICAN INSURANCE COMPANY$15$0$150.0%1
MANN MORTGAGE LLCKALISPELL, MTBLUECROSS BLUESHIELD OF MONTANA$0$15$150.0%1
MJ INSURANCECOEUR D ALENE, IDCONTINENTAL AMERICAN INSURANCE COMPANY$13$0$130.0%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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