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Benefits Intelligence/Broker Directory/Montana

Grenfell Ins And Financial Services

Victor, MT

Grenfell Ins And Financial Services of Victor, MT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $76,972 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$76,972
plan year 2024

Quick answer

Grenfell Ins And Financial Services (Victor, MT) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Grenfell Ins And Financial Services have?
Grenfell Ins And Financial Services is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Grenfell Ins And Financial Services's largest employer clients?
By plan participants, the largest include Farmers State Bank.
How much does Grenfell Ins And Financial Services earn in commissions?
Insurers reported $76,972 in broker commissions paid to Grenfell Ins And Financial Services for plan year 2024, per Schedule A Part 1.
Where is Grenfell Ins And Financial Services located?
Grenfell Ins And Financial Services is based in Victor, MT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Grenfell Ins And Financial Services 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
Farmers State BankMT02025-01-31

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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.