James Porter
Bozeman, MT
James Porter of Bozeman, MT is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $12 in reported broker commissions (plan year 2025).
Quick answer
James Porter (Bozeman, MT) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does James Porter have?
- James Porter is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are James Porter's largest employer clients?
- By plan participants, the largest include Rocky Mountain Elk Foundation Inc (253 participants) and Energy Laboratories, Inc. (64 participants).
- How much does James Porter earn in commissions?
- Insurers reported $12 in broker commissions and $1 in fees paid to James Porter for plan year 2025, per Schedule A Part 1.
- Where is James Porter located?
- James Porter is based in Bozeman, MT.
- How does James Porter rank among benefits brokers in Montana?
- James Porter ranks #39 by employer clients among the 50 most active benefits brokers based in Montana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming James Porter 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 |
|---|---|---|---|
| Rocky Mountain Elk Foundation Inc | MT | 253 | 2025-12-31 |
| Energy Laboratories, Inc. | MT | 64 | 2025-12-31 |
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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.