Southwestern Montana Insurance
Belgrade, MT
Southwestern Montana Insurance of Belgrade, MT is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $37,450 in reported broker commissions (plan year 2025).
Quick answer
Southwestern Montana Insurance (Belgrade, MT) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Southwestern Montana Insurance have?
- Southwestern Montana Insurance is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Southwestern Montana Insurance's largest employer clients?
- By plan participants, the largest include Big Sky Chamber Of Commerce (159 participants) and Atoske Holding Company (77 participants).
- How much does Southwestern Montana Insurance earn in commissions?
- Insurers reported $37,450 in broker commissions paid to Southwestern Montana Insurance for plan year 2025, per Schedule A Part 1.
- Where is Southwestern Montana Insurance located?
- Southwestern Montana Insurance is based in Belgrade, MT.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Southwestern Montana Insurance 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 |
|---|---|---|---|
| Big Sky Chamber Of Commerce | MT | 159 | 2025-12-31 |
| Atoske Holding Company | MT | 77 | 2024-12-31 |
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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.