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Benefits Intelligence/Broker Directory/Montana

Craig Donald Gilbert

Bozeman, MT

Craig Donald Gilbert of Bozeman, MT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $3,451 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$3,451
plan year 2025

Quick answer

Craig Donald Gilbert (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 Craig Donald Gilbert have?
Craig Donald Gilbert is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Craig Donald Gilbert's largest employer clients?
By plan participants, the largest include Trustees Of Restaurant & Hospitality Association Benefit Tr (2,542 participants).
How much does Craig Donald Gilbert earn in commissions?
Insurers reported $3,451 in broker commissions paid to Craig Donald Gilbert for plan year 2025, per Schedule A Part 1.
Where is Craig Donald Gilbert located?
Craig Donald Gilbert is based in Bozeman, MT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Craig Donald Gilbert 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
Trustees Of Restaurant & Hospitality Association Benefit TrIL2,5422025-12-31

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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.