Fundz
Fundz
Benefits Intelligence/Broker Directory/Montana

Leavitt Great West Insurance Servic

Billings, MT

Leavitt Great West Insurance Servic of Billings, MT is the broker of record on 10 Form 5500 Schedule A filings covering 8 employer benefit plans across 3 states, with $122,470 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
10
States served
3
Reported commissions
$122,470
plan year 2025
Reported fees
$14,885

Quick answer

Leavitt Great West Insurance Servic (Billings, MT) is the broker of record for 8 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Leavitt Great West Insurance Servic have?
Leavitt Great West Insurance Servic is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 3 states.
Who are Leavitt Great West Insurance Servic's largest employer clients?
By plan participants, the largest include Sidney Health Center (364 participants), L&H Industrial, Inc. (226 participants) and Rimrock Foundation (132 participants).
How much does Leavitt Great West Insurance Servic earn in commissions?
Insurers reported $122,470 in broker commissions and $14,885 in fees paid to Leavitt Great West Insurance Servic for plan year 2025, per Schedule A Part 1.
Where is Leavitt Great West Insurance Servic located?
Leavitt Great West Insurance Servic is based in Billings, MT and has employer clients in 3 states.
How does Leavitt Great West Insurance Servic rank among benefits brokers in Montana?
Leavitt Great West Insurance Servic ranks #6 by employer clients among the 50 most active benefits brokers based in Montana.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Leavitt Great West Insurance Servic 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
Sidney Health CenterMT3642025-12-31
L&H Industrial, Inc.WY2262024-12-31
Rimrock FoundationMT1322024-12-31
5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.