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Benefits Intelligence/Broker Directory/Montana

Castronovo Fncl Gp Inc

Bozeman, MT

Castronovo Fncl Gp Inc of Bozeman, MT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $341 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$341
plan year 2025
Reported fees
$24

Quick answer

Castronovo Fncl Gp Inc (Bozeman, MT) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Castronovo Fncl Gp Inc have?
Castronovo Fncl Gp Inc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Castronovo Fncl Gp Inc's largest employer clients?
By plan participants, the largest include Universal Athletic Services, Inc (35 participants).
How much does Castronovo Fncl Gp Inc earn in commissions?
Insurers reported $341 in broker commissions and $24 in fees paid to Castronovo Fncl Gp Inc for plan year 2025, per Schedule A Part 1.
Where is Castronovo Fncl Gp Inc located?
Castronovo Fncl Gp Inc is based in Bozeman, MT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Castronovo Fncl Gp Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Universal Athletic Services, IncMT352025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.