Kari Schalin
Great Falls, MT
Kari Schalin of Great Falls, MT is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans, with $34,696 in reported broker commissions (plan year 2025).
Quick answer
Kari Schalin (Great Falls, MT) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Kari Schalin have?
- Kari Schalin is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors.
- Who are Kari Schalin's largest employer clients?
- By plan participants, the largest include Marsh & Mclennan Agency LLC (734 participants), Dick Anderson Construction (520 participants) and Avmax Montana, Inc. (141 participants).
- How much does Kari Schalin earn in commissions?
- Insurers reported $34,696 in broker commissions paid to Kari Schalin for plan year 2025, per Schedule A Part 1.
- Where is Kari Schalin located?
- Kari Schalin is based in Great Falls, MT.
- How does Kari Schalin rank among benefits brokers in Montana?
- Kari Schalin ranks #11 by employer clients among the 50 most active benefits brokers based in Montana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Kari Schalin 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 |
|---|---|---|---|
| Marsh & Mclennan Agency LLC | MT | 734 | 2025-12-31 |
| Dick Anderson Construction | MT | 520 | 2025-12-31 |
| Avmax Montana, Inc. | MT | 141 | 2024-12-31 |
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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.