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Sponsor portfolioWelfare / HealthEIN 81-0300846
ROACH & SMITH DISTRIBUTORS, INC.
3299 FLYNN LANE · MISSOULA, MT 59808
4065413900
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$433K
No prior year
Persons covered
286
No prior year
Total participants
183
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $373K | 80.0% | |
| Other | $53K | 11.4% | |
| Life | $33K | 7.0% | |
| Long-term disability | $8K | 1.6% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 061041332 | SL | $373K | 86.0% | 1 | 1 | 286 |
EIN 470322111 | LLTDOth | $60K | 14.0% | 1 | 5 | 185 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| INTERMOUNTAIN INSURANCE SERVICES | MISSOULA, MT | HM LIFE INSURANCE COMPANY | $56K | $0 | $56K | 80.8% | 1 |
| MARSH & MCLENNAN AGENCY LLC | MISSOULA, MT | UNITED OF OMAHA LIFE INSURANCE COMPANY | $8K | $6K | $13K | 19.2% | 1 |
History & trajectory
8 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