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Sponsor portfolioWelfare / HealthEIN 45-1743971

MONTGOMERY TRANSPORT, LLC

2563 COMMERCE CIRCLE · BIRMINGHAM, AL 35217
2053206000
Plans filed
1
Years active
2016–2024
Industry
NAICS 48
Latest filing
2024
Total premiums (latest)
$1.4M
No prior year
Persons covered
771
No prior year
Total participants
426
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
MONTGOMERY TRANSPORT, LLC WELFARE PLAN
Mixed771 covered·3 carriers
Primary: BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$694K39.6%
Dental$243K13.9%
Vision$243K13.9%
Other$237K13.5%
Life$212K12.1%
Short-term disability$125K7.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
EIN 630202590
SL
$694K48.6%11426
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDOth
$491K34.4%15561
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$243K17.0%11771

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PATRIOT GROWTH INSURANCE SERVICESMOUNTAIN BRK, ALUNITED OF OMAHA LIFE INSURANCE COMPANY$75K$25K$100K58.3%1
YEARY & MOORE, LLCMOUNTAIN BRK, ALUNITED OF OMAHA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$48K$0$48K28.2%1
PAYCOM PAYROLL LLCOKLAHOMA CITY, OKUNITED OF OMAHA LIFE INSURANCE COMPANY$0$14K$14K8.1%1
GALLAGHER BENEFIT SERVICES, INC.FORT WASHINGTON, PAUNITED OF OMAHA LIFE INSURANCE COMPANY$0$9K$9K5.4%1

History & trajectory

9 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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