Hub International Mountain States
Kalispell, MT
Hub International Mountain States of Kalispell, MT is the broker of record on 30 Form 5500 Schedule A filings covering 21 employer benefit plans across 5 states, with $280,702 in reported broker commissions (plan year 2025).
Quick answer
Hub International Mountain States (Kalispell, MT) is the broker of record for 21 employer benefit plan sponsors on 30 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Hub International Mountain States have?
- Hub International Mountain States is named as broker on Form 5500 Schedule A filings for 21 distinct plan sponsors in 5 states.
- Who are Hub International Mountain States's largest employer clients?
- By plan participants, the largest include Bretz Companies Inc. (420 participants), Hit, Inc. (298 participants) and D. L. Willie Enterprises (274 participants).
- How much does Hub International Mountain States earn in commissions?
- Insurers reported $280,702 in broker commissions and $1,977 in fees paid to Hub International Mountain States for plan year 2025, per Schedule A Part 1.
- Where is Hub International Mountain States located?
- Hub International Mountain States is based in Kalispell, MT and has employer clients in 5 states.
- How does Hub International Mountain States rank among benefits brokers in Montana?
- Hub International Mountain States ranks #3 by employer clients among the 50 most active benefits brokers based in Montana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Hub International Mountain States on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Bretz Companies Inc. | MT | 420 | 2024-12-31 |
| Hit, Inc. | ND | 298 | 2024-12-31 |
| D. L. Willie Enterprises | ID | 274 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Montana
- Paynewest Insurance Inc: 52 employer clients, $813,023 reported commissions (Missoula)
- Leavitt Group: 39 employer clients, $1,034,854 reported commissions (Billings)
- Intermountain Underwriters Inc: 10 employer clients, $530,075 reported commissions (Missoula)
- Montana Health Network, Inc.: 3 employer clients, $132,449 reported commissions (Miles City)
- Grenfell Ins. & Fin. Services, Inc.: 1 employer clients, $173,470 reported commissions (Hamilton)
- Leavitt Great West Ins Services LLC: 9 employer clients, $177,930 reported commissions (Billings)
- Leavitt Great West Insurance Servic: 8 employer clients, $122,470 reported commissions (Billings)
- Big Sky Retirement: 4 employer clients, $9,779 reported commissions (Helena)
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.