PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ENERGY 1 LLC
Sponsor portfolioWelfare / HealthEIN 38-3800615

ENERGY 1 LLC

2042 STADIUM DR · BOZEMAN, MT 59715
4065872917
Plans filed
1
Years active
2022–2025
Industry
NAICS 22
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
207
No prior year
Total participants
150
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
ENERGY 1 LLC EMPLOYEE BENEFITS PLAN
Fully insured207 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF MONTANA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M34.9%
Prescription drug$1.2M34.9%
Dental$174K5.0%
Vision$174K5.0%
Life$174K5.0%
Short-term disability$174K5.0%
Long-term disability$174K5.0%
Other$174K5.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRx
$1.2M87.4%11176
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$174K12.6%11207

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCMISSOULA, MTBLUE CROSS BLUE SHIELD OF MONTANA, PRINCIPAL LIFE INSURANCE COMPANY$34K$18K$53K70.5%1
ALLIANT INSURANCE SERVICES, INC.COEUR D ALENE, IDBLUE CROSS BLUE SHIELD OF MONTANA, PRINCIPAL LIFE INSURANCE COMPANY$22K$0$22K29.5%1

History & trajectory

4 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica