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Benefits Intelligence/Broker Directory/Montana

Jake B Kaufmann

Billings, MT

Jake B Kaufmann of Billings, MT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $9,495 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$9,495
plan year 2025

Employer clients

Plan sponsors naming Jake B Kaufmann 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 GroupMT4612024-12-31
Menholt Automotive GroupMT3322025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.