PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. STOCKMAN FINANCIAL CORP.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 81-0399040

STOCKMAN FINANCIAL CORP.

PO BOX 250 · MILES CITY, MT 593010250
4062348470
Plans filed
1
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$1.4M
No prior year
Persons covered
906
No prior year
Total participants
653
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
HEALTH BENEFITS PLAN FOR THE EMPLOYEES OF STOCKMAN FINANCIAL CORP.
Mixed906 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.1M78.5%
Life$237K16.7%
Long-term disability$54K3.8%
Other$15K1.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
SL
$1.1M79.3%11653
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$290K20.7%13906

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
INTERMOUNTAIN INSURANCE SERVICESMISSOULA, MTLINCOLN NATIONAL LIFE INSURANCE CO, LINCOLN NATIONAL LIFE INSURANCE, UNUM LIFE INSURANCE COMPANY OF AMERICA$134K$0$134K70.6%1
INDEPENDENCE PLANNING GROUPWAYNE, PAUNUM LIFE INSURANCE COMPANY OF AMERICA$0$56K$56K29.4%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
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