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Benefits Intelligence/Broker Directory/Montana

Southwestern Montana Insurance Ctr

Belgrade, MT

Southwestern Montana Insurance Ctr of Belgrade, MT is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans, with $21,469 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$21,469
plan year 2025

Quick answer

Southwestern Montana Insurance Ctr (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 Ctr have?
Southwestern Montana Insurance Ctr is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are Southwestern Montana Insurance Ctr's largest employer clients?
By plan participants, the largest include Big Sky Chamber Of Commerce (388 participants) and Big Sky Chamber Of Commerce (7 participants).
How much does Southwestern Montana Insurance Ctr earn in commissions?
Insurers reported $21,469 in broker commissions paid to Southwestern Montana Insurance Ctr for plan year 2025, per Schedule A Part 1.
Where is Southwestern Montana Insurance Ctr located?
Southwestern Montana Insurance Ctr is based in Belgrade, MT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Southwestern Montana Insurance Ctr 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
Big Sky Chamber Of CommerceMT3882025-12-31
Big Sky Chamber Of CommerceMT72025-12-31

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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.