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Sponsor portfolioWelfare / HealthEIN 81-0421425
ROCKY MOUNTAIN ELK FOUNDATION INC
5705 GRANT CREEK RD · MISSOULA, MT 598089394
4065234555
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$690K
No prior year
Persons covered
145
No prior year
Total participants
253
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 | $620K | 89.9% | |
| Life | $41K | 5.9% | |
| Long-term disability | $20K | 2.9% | |
| Other | $9K | 1.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 132611847 | SL | $620K | 89.9% | 1 | 1 | 145 |
EIN 231503749 | LLTD | $61K | 8.8% | 1 | 3 | 145 |
EIN 822723296 | Oth | $8K | 1.2% | 1 | 1 | 13 |
EIN 570144607 | Oth | $771 | 0.1% | 1 | 1 | 1 |
Broker overview
24 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| INDEPENDENCE PLANNING GROUP | WAYNE, PA | GERBER LIFE | $43K | $0 | $43K | 82.6% | 1 |
| INTERMOUNTAIN INSURANCE SERVICES | MISSOULA, MT | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8K | $0 | $8K | 15.6% | 1 |
| JADELL HOVANDER | RIVERTON, WY | AFLAC | $357 | $0 | $357 | 0.7% | 1 |
| SCOTT HOENSTINE | HAMILTON, MT | AFLAC | $158 | $0 | $158 | 0.3% | 1 |
| STEPHEN C JONES | MISSOULA, MT | AFLAC | $69 | $0 | $69 | 0.1% | 1 |
| TREVOR NORENBERG | RAPID CITY, SD | AFLAC | $49 | $0 | $49 | 0.1% | 1 |
| FLIKKEMA INSURANCE INC | MANHATTAN, MT | AFLAC | $39 | $0 | $39 | 0.1% | 1 |
| MICHAEL JAMESON GEORGE | FRENCHTOWN, MT | AFLAC | $37 | $0 | $37 | 0.1% | 1 |
| CARLA A MCENTIRE | BELGRADE, MT | AFLAC | $36 | $0 | $36 | 0.1% | 1 |
| DEANNA M CHRISTENSEN | ROCK SPRINGS, WY | AFLAC | $29 | $0 | $29 | 0.1% | 1 |
| TRETON FRANDSEN | WASHINGTON, UT | AFLAC | $28 | $0 | $28 | 0.1% | 1 |
| RUSSELL A WOITH | MISSOULA, MT | AFLAC | $27 | $0 | $27 | 0.1% | 1 |
| DONALD HILL | MISSOULA, MT | AFLAC | $18 | $0 | $18 | 0.0% | 1 |
| ASHLEIGH GEORGE | MISSOULA, MT | AFLAC | $17 | $0 | $17 | 0.0% | 1 |
| LISA HALL | HAYDEN, ID | AFLAC | $14 | $0 | $14 | 0.0% | 1 |
| JAIME VALENTINI | ANACONDA, MT | AFLAC | $12 | $0 | $12 | 0.0% | 1 |
| BEN JENKINS | CHEYENNE, WY | AFLAC | $11 | $0 | $11 | 0.0% | 1 |
| J THEIS & ASSOCIATES INC | LAUREL, MT | AFLAC | $7 | $0 | $7 | 0.0% | 1 |
| JAMES PORTER | BOZEMAN, MT | AFLAC | $6 | $0 | $6 | 0.0% | 1 |
| CRAIG MICHELSEN | SANTAQUIN, UT | AFLAC | $6 | $0 | $6 | 0.0% | 1 |
| J THEIS & ASSOC INC | LAUREL, MT | AFLAC | $5 | $0 | $5 | 0.0% | 1 |
| DAWN D SHEUE | JACKSON, WY | AFLAC | $3 | $0 | $3 | 0.0% | 1 |
| VOLUNTARY SOLUTIONS INC | BRIGHTON, CO | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $3 | $0 | $3 | 0.0% | 1 |
| CASEY DALE HOBSON | BOISE, ID | AFLAC | $2 | $0 | $2 | 0.0% | 1 |
History & trajectory
11 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