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Benefits Intelligence/Broker Directory/Montana

Intermountain Underwriters Inc

Missoula, MT

Intermountain Underwriters Inc of Missoula, MT is the broker of record on 19 Form 5500 Schedule A filings covering 10 employer benefit plans across 2 states, with $530,075 in reported broker commissions (plan year 2025).

Employer clients
10
distinct plan sponsors
Schedule A filings
19
States served
2
Reported commissions
$530,075
plan year 2025
Reported fees
$107,560

Quick answer

Intermountain Underwriters Inc (Missoula, MT) is the broker of record for 10 employer benefit plan sponsors on 19 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Intermountain Underwriters Inc have?
Intermountain Underwriters Inc is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 2 states.
Who are Intermountain Underwriters Inc's largest employer clients?
By plan participants, the largest include Davidson Companies, Inc. (1,424 participants), Electrical Consultants, Inc. (1,042 participants) and Stockman Financial Corp. (703 participants).
How much does Intermountain Underwriters Inc earn in commissions?
Insurers reported $530,075 in broker commissions and $107,560 in fees paid to Intermountain Underwriters Inc for plan year 2025, per Schedule A Part 1.
Where is Intermountain Underwriters Inc located?
Intermountain Underwriters Inc is based in Missoula, MT and has employer clients in 2 states.
How does Intermountain Underwriters Inc rank among benefits brokers in Montana?
Intermountain Underwriters Inc ranks #4 by employer clients among the 50 most active benefits brokers based in Montana.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Intermountain Underwriters 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
Davidson Companies, Inc.MT1,4242025-12-31
Electrical Consultants, Inc.MT1,0422025-12-31
Stockman Financial Corp.MT7032025-12-31
7 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.