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Benefits Intelligence/Broker Directory/Montana

Susan M Kahn

Billings, MT

Susan M Kahn of Billings, MT is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
1
States served
1
Reported commissions
$0
plan year 2025
Reported fees
$3

Quick answer

Susan M Kahn (Billings, MT) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2025.

How many employer clients does Susan M Kahn have?
Susan M Kahn is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Susan M Kahn's largest employer clients?
By plan participants, the largest include Energy Laboratories, Inc. (64 participants).
Where is Susan M Kahn located?
Susan M Kahn is based in Billings, MT.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Susan M Kahn 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
Energy Laboratories, Inc.MT642025-12-31

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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.