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Benefits Intelligence/Broker Directory/Montana

Kelly Garrett Skaggs

Bozeman, MT

Kelly Garrett Skaggs of Bozeman, MT is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $1,279 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$1,279
plan year 2025
Reported fees
$323

Quick answer

Kelly Garrett Skaggs (Bozeman, MT) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Kelly Garrett Skaggs have?
Kelly Garrett Skaggs is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Kelly Garrett Skaggs's largest employer clients?
By plan participants, the largest include Universal Athletic Services, Inc (35 participants).
How much does Kelly Garrett Skaggs earn in commissions?
Insurers reported $1,279 in broker commissions and $323 in fees paid to Kelly Garrett Skaggs for plan year 2025, per Schedule A Part 1.
Where is Kelly Garrett Skaggs located?
Kelly Garrett Skaggs is based in Bozeman, MT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Kelly Garrett Skaggs 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
Universal Athletic Services, IncMT352025-12-31

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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.