Benefits BrokerAtlas

Benefits brokers in Montana

63 benefits brokers in 15 Montana cities, 63 named on at least two 2024 Form 5500 filings.

Health and welfare plans (60)Retirement plans (3)Median plan under 200 participants (31)Median plan 200 to 999 participants (29)Median plan 1,000+ participants (3)Fees reported as well as commissions (23)

Cities

Billings26 benefits brokersMissoula9 benefits brokersBozeman7 benefits brokersGreat Falls4 benefits brokersKalispell4 benefits brokersHelena2 benefits brokersBelgrade2 benefits brokersVictor2 benefits brokersHamilton1 benefits brokerMiles City1 benefits brokerManhattan1 benefits brokerLaurel1 benefits brokerPark City1 benefits brokerRochester Hills1 benefits brokerBilling1 benefits broker

Top benefits brokers in Montana

Marsh & McLennan Agency LLCPO Box 4386 · Missoula, MT 59806 · Health and welfare plans43 plan filings · $1,025,760 disclosed · median 161 participantsNamed in Form 5500 filingsPaynewest Insurance2925 Palmer St Ste B · Missoula, MT 59808 · Health and welfare plans30 plan filings · $314,097 disclosed · median 164 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC2925 Palmer Street · Missoula, MT 59808 · Health and welfare plans29 plan filings · $722,257 disclosed · median 196 participantsNamed in Form 5500 filingsPaynewest Insurance INCPO Box 4386 · Missoula, MT 59806 · Health and welfare plans21 plan filings · $326,444 disclosed · median 155 participantsNamed in Form 5500 filingsGrenfell Ins. & Fin. Services, INC.PO Box 191 · Hamilton, MT 59840 · Health and welfare plans17 plan filings · $173,470 disclosed · median 122 participantsNamed in Form 5500 filingsLeavitt Group2345 King Avenue West, Suite E · Billings, MT 59102 · Health and welfare plans7 plan filings · $141,612 disclosed · median 188 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLCPO Box 30638 · Billings, MT 59107 · Health and welfare plans7 plan filings · $318,337 disclosed · median 208 participantsNamed in Form 5500 filingsLeavitt Great West Ins Services LLC2345 King Ave W Ste E · Billings, MT 59102 · Health and welfare plans6 plan filings · $81,973 disclosed · median 120 participantsNamed in Form 5500 filingsIntermountain Underwriters INCPO Box 2473 · Missoula, MT 59806 · Health and welfare plans5 plan filings · $116,840 disclosed · median 249 participantsNamed in Form 5500 filingsIntermountain Underwriters INC2806 South Garfield · Missoula, MT 59801 · Health and welfare plans5 plan filings · $160,895 disclosed · median 327 participantsNamed in Form 5500 filingsProfessional Insurance BrokeragePO Box 22437 · Billings, MT 59104 · Health and welfare plans5 plan filings · $2,138 disclosed · median 120 participantsNamed in Form 5500 filingsStephen C JonesPO Box 17284 · Missoula, MT 59808 · Health and welfare plans5 plan filings · $727 disclosed · median 333 participantsNamed in Form 5500 filingsBig Sky Retirement900 N Montana Ave, Suite A1 · Helena, MT 59601 · Retirement plans4 plan filings · $44,703 disclosed · median 297 participantsNamed in Form 5500 filingsHub International Mountain States3533 Gabel Road · Billings, MT 59102 · Health and welfare plans4 plan filings · $81,048 disclosed · median 253 participantsNamed in Form 5500 filingsLeavitt Great West Ins. Services Ll2345 King Ave W, Ste E · Billings, MT 59102 · Health and welfare plans4 plan filings · $29,227 disclosed · median 141 participantsNamed in Form 5500 filingsLeavitt Great West Insurance2345 King Ave West, Ste E · Billings, MT 59102 · Health and welfare plans4 plan filings · $119,579 disclosed · median 264 participantsNamed in Form 5500 filingsMontana Health Network, INC.519 Pleasant Street · Miles City, MT 59301 · Health and welfare plans4 plan filings · $54,967 disclosed · median 265 participantsNamed in Form 5500 filingsPaynewest Insurance, a Marsh & McLePO Box 4386 · Missoula, MT 59806 · Health and welfare plans4 plan filings · $46,260 disclosed · median 170 participantsNamed in Form 5500 filingsCenterstone Ins & Fin SerUnknown · Bozeman, MT 59715 · Health and welfare plans3 plan filings · $40,197 disclosed · median 160 participantsNamed in Form 5500 filingsD.a. Davidson & CO.8 Third Street North · Great Falls, MT 59401 · Retirement plans3 plan filings · $84,473 disclosed · median 197 participantsNamed in Form 5500 filingsDenelle Chartier1515 Rancho Vista Ave · Billings, MT 59105 · Health and welfare plans3 plan filings · $5,365 disclosed · median 461 participantsNamed in Form 5500 filingsFlikkema Insurance INC.6095 Century Dr. · Manhattan, MT 59741 · Health and welfare plans3 plan filings · $843 disclosed · median 333 participantsNamed in Form 5500 filingsJ Theis & Associates INC505 Roundhouse Dr · Laurel, MT 59044 · Health and welfare plans3 plan filings · $193 disclosed · median 249 participantsNamed in Form 5500 filingsKevin C. Hallam2145 Hyacinth Drive · Billings, MT 59105 · Health and welfare plans3 plan filings · $684 disclosed · median 124 participantsNamed in Form 5500 filingsLeavitt Great West Ins Services LLCPO Box 2518 · Billings, MT 59103 · Health and welfare plans3 plan filings · $79,018 disclosed · median 133 participantsNamed in Form 5500 filingsLeavitt Great West Ins. Svcs., LLC3390 Colton Drive, Suite a · Helena, MT 59602 · Health and welfare plans3 plan filings · $122,798 disclosed · median 257 participantsNamed in Form 5500 filingsLeavitt Great West Insurance Servic2345 King Ave W Ste E · Billings, MT 59102 · Health and welfare plans3 plan filings · $68,324 disclosed · median 119 participantsNamed in Form 5500 filingsLeavitt Group2345 King Avenue West, Suite a · Billings, MT 59103 · Health and welfare plans3 plan filings · $9,451 disclosed · median 184 participantsNamed in Form 5500 filingsMarsh & McLennan Agency LLC3289 Gabel Rd · Billings, MT 59102 · Health and welfare plans3 plan filings · $66,036 disclosed · median 91 participantsNamed in Form 5500 filingsPeggy L Young165 Timberwolf Parkway · Kalispell, MT 59901 · Health and welfare plans3 plan filings · $3,027 disclosed · median 130 participantsNamed in Form 5500 filings