Fundz
Fundz
Benefits Intelligence/Broker Directory/Montana

J Kaufmann Insurance Inc

Billings, MT

J Kaufmann Insurance Inc of Billings, MT is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $11,151 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
1
Reported commissions
$11,151
plan year 2025

Quick answer

J Kaufmann Insurance Inc (Billings, MT) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does J Kaufmann Insurance Inc have?
J Kaufmann Insurance Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
Who are J Kaufmann Insurance Inc's largest employer clients?
By plan participants, the largest include Menholt Automotive Group (332 participants), Island Mountain Development Group (292 participants) and Alternatives, Inc. (153 participants).
How much does J Kaufmann Insurance Inc earn in commissions?
Insurers reported $11,151 in broker commissions paid to J Kaufmann Insurance Inc for plan year 2025, per Schedule A Part 1.
Where is J Kaufmann Insurance Inc located?
J Kaufmann Insurance Inc is based in Billings, MT.
How does J Kaufmann Insurance Inc rank among benefits brokers in Montana?
J Kaufmann Insurance Inc ranks #24 by employer clients among the 50 most active benefits brokers based in Montana.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming J Kaufmann Insurance 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
Menholt Automotive GroupMT3322025-12-31
Island Mountain Development GroupMT2922025-12-31
Alternatives, Inc.MT1532025-06-30

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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.