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Benefits Intelligence/Broker Directory/Montana

D A Davidson And Company Inc

Billings, MT

D A Davidson And Company Inc of Billings, MT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $70,458 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$70,458
plan year 2025

Quick answer

D A Davidson And Company Inc (Billings, 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 D A Davidson And Company Inc have?
D A Davidson And Company Inc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are D A Davidson And Company Inc's largest employer clients?
By plan participants, the largest include Combined Transport, Inc. (313 participants).
How much does D A Davidson And Company Inc earn in commissions?
Insurers reported $70,458 in broker commissions paid to D A Davidson And Company Inc for plan year 2025, per Schedule A Part 1.
Where is D A Davidson And Company Inc located?
D A Davidson And Company Inc is based in Billings, MT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming D A Davidson And Company 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
Combined Transport, Inc.OR3132025-12-31

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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.