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Benefits Intelligence/Broker Directory/Montana

Grenfell Ins. & Financial Srvcs

Hamilton, MT

Grenfell Ins. & Financial Srvcs of Hamilton, MT is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $1,825 in reported broker commissions (plan year 2024).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$1,825
plan year 2024

Quick answer

Grenfell Ins. & Financial Srvcs (Hamilton, MT) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.

How many employer clients does Grenfell Ins. & Financial Srvcs have?
Grenfell Ins. & Financial Srvcs is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Grenfell Ins. & Financial Srvcs's largest employer clients?
By plan participants, the largest include Farmers State Bank.
How much does Grenfell Ins. & Financial Srvcs earn in commissions?
Insurers reported $1,825 in broker commissions paid to Grenfell Ins. & Financial Srvcs for plan year 2024, per Schedule A Part 1.
Where is Grenfell Ins. & Financial Srvcs located?
Grenfell Ins. & Financial Srvcs is based in Hamilton, MT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Grenfell Ins. & Financial Srvcs 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.