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Benefits Intelligence/Broker Directory/Montana

Merrill Lynch Life Agy Of Mt

Billings, MT

Merrill Lynch Life Agy Of Mt of Billings, MT is the broker of record on 16 Form 5500 Schedule A filings covering 7 employer benefit plans, with $139,813 in reported broker commissions (plan year 2013).

Employer clients
7
distinct plan sponsors
Schedule A filings
16
States served
1
Reported commissions
$139,813
plan year 2013

Employer clients

Plan sponsors naming Merrill Lynch Life Agy Of Mt 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
Jim Palmer TruckingMT1712012-12-31
Selway CorporationMT1042014-03-31
Tricon Timber LLCMT942013-12-31
4 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.