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Benefits Intelligence/Broker Directory/Montana

Mountain West Benefit Solutions

Helena, MT

Mountain West Benefit Solutions of Helena, MT is the broker of record on 39 Form 5500 Schedule A filings covering 9 employer benefit plans, with $619,411 in reported broker commissions (plan year 2016).

Employer clients
9
distinct plan sponsors
Schedule A filings
39
States served
1
Reported commissions
$619,411
plan year 2016
Reported fees
$6,874

Employer clients

Plan sponsors naming Mountain West Benefit Solutions 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
Montana Automobile Dealers AssociationMT9922016-12-31
State Bankers Association Group Benefits TrustMT8172016-12-31
Montana Nonprofit AssociationMT7442012-12-31
6 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.