Megan Bernhardt
Billings, MT
Megan Bernhardt of Billings, MT is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $1,841 in reported broker commissions (plan year 2025).
Quick answer
Megan Bernhardt (Billings, MT) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Megan Bernhardt have?
- Megan Bernhardt is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Megan Bernhardt's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants), Menholt Automotive Group (332 participants) and Island Mountain Development Group (292 participants).
- How much does Megan Bernhardt earn in commissions?
- Insurers reported $1,841 in broker commissions and $36 in fees paid to Megan Bernhardt for plan year 2025, per Schedule A Part 1.
- Where is Megan Bernhardt located?
- Megan Bernhardt is based in Billings, MT and has employer clients in 2 states.
- How does Megan Bernhardt rank among benefits brokers in Montana?
- Megan Bernhardt ranks #26 by employer clients among the 50 most active benefits brokers based in Montana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Megan Bernhardt 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 |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Menholt Automotive Group | MT | 332 | 2025-12-31 |
| Island Mountain Development Group | MT | 292 | 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.