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Benefits Intelligence/Broker Directory/Montana

Da Davidson & Co

Livingston, MT

Da Davidson & Co of Livingston, MT is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $85,396 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
4
States served
3
Reported commissions
$85,396
plan year 2025

Quick answer

Da Davidson & Co (Livingston, MT) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Da Davidson & Co have?
Da Davidson & Co is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are Da Davidson & Co's largest employer clients?
By plan participants, the largest include Kenyon - Noble Lumber Co., Inc. (388 participants), Garten Services, Inc. (157 participants) and Computer 5, Inc., Dba Localtel Communications.
How much does Da Davidson & Co earn in commissions?
Insurers reported $85,396 in broker commissions paid to Da Davidson & Co for plan year 2025, per Schedule A Part 1.
Where is Da Davidson & Co located?
Da Davidson & Co is based in Livingston, MT and has employer clients in 3 states.
How does Da Davidson & Co rank among benefits brokers in Montana?
Da Davidson & Co ranks #30 by employer clients among the 50 most active benefits brokers based in Montana.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Da Davidson & Co 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
Kenyon - Noble Lumber Co., Inc.MT3882025-12-31
Garten Services, Inc.OR1572025-06-30
Computer 5, Inc., Dba Localtel CommunicationsWA02024-12-31

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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.