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Benefits Intelligence/Broker Directory/Montana

Northern Rockies Financial Group

Missoula, MT

Northern Rockies Financial Group of Missoula, MT is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $100 in reported broker commissions (plan year 2020).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
2
Reported commissions
$100
plan year 2020

Employer clients

Plan sponsors naming Northern Rockies Financial Group 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
Harrington CompanyMT2662013-12-31
Dynojet ResearchNV1012014-12-31
On Site Management, Inc.MT1012017-10-31
1 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.