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Benefits Intelligence/Broker Directory/Montana

Miriam Avery Insurance Agency, Inc.

Billing, MT

Miriam Avery Insurance Agency, Inc. of Billing, MT is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $335,268 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$335,268
plan year 2025

Quick answer

Miriam Avery Insurance Agency, Inc. (Billing, MT) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Miriam Avery Insurance Agency, Inc. have?
Miriam Avery Insurance Agency, Inc. is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Miriam Avery Insurance Agency, Inc.'s largest employer clients?
By plan participants, the largest include Menholt Automotive Group (332 participants) and Valley Financial Credit Union (141 participants).
How much does Miriam Avery Insurance Agency, Inc. earn in commissions?
Insurers reported $335,268 in broker commissions paid to Miriam Avery Insurance Agency, Inc. for plan year 2025, per Schedule A Part 1.
Where is Miriam Avery Insurance Agency, Inc. located?
Miriam Avery Insurance Agency, Inc. is based in Billing, MT.
How does Miriam Avery Insurance Agency, Inc. rank among benefits brokers in Montana?
Miriam Avery Insurance Agency, Inc. ranks #42 by employer clients among the 50 most active benefits brokers based in Montana.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Miriam Avery Insurance Agency, Inc. 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
Menholt Automotive GroupMT3322025-12-31
Valley Financial Credit UnionMT1412025-07-31

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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.