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Benefits Intelligence/Broker Directory/Montana

Stephen C Jones

Missoula, MT

Stephen C Jones of Missoula, MT is the broker of record on 7 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $757 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
7
States served
2
Reported commissions
$757
plan year 2025

Quick answer

Stephen C Jones (Missoula, MT) is the broker of record for 4 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Stephen C Jones have?
Stephen C Jones is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
Who are Stephen C Jones's largest employer clients?
By plan participants, the largest include Rapid City Medical Center, LLP (346 participants), Menholt Automotive Group (332 participants) and Rocky Mountain Elk Foundation Inc (249 participants).
How much does Stephen C Jones earn in commissions?
Insurers reported $757 in broker commissions paid to Stephen C Jones for plan year 2025, per Schedule A Part 1.
Where is Stephen C Jones located?
Stephen C Jones is based in Missoula, MT and has employer clients in 2 states.
How does Stephen C Jones rank among benefits brokers in Montana?
Stephen C Jones ranks #14 by employer clients among the 50 most active benefits brokers based in Montana.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Stephen C Jones 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
Rapid City Medical Center, LLPSD3462025-12-31
Menholt Automotive GroupMT3322025-12-31
Rocky Mountain Elk Foundation IncMT2492024-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.