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RENEWAL REPORT · UPDATED AUGUST 2026
Montana renews on the record.
Built from public Form 5500 Schedule A filings: every Montana employer with a 100–500 life group health plan, the broker of record, the month the plan renews, and what the incumbent was paid.
5
EMPLOYERS · 100–500 LIVES$208,763
DISCLOSED COMMISSIONS$18,419
DISCLOSED FEES01 — BUSIEST RENEWAL MONTHS
01January10 PLANS
02August1 PLANS
02 — MOST COMMON INCUMBENT BROKERS
01Paynewest Insurance5 PLANS
02Connexion Insurance Solutions2 PLANS
03Leavitt Great West Insurance2 PLANS
04Bg Summit1 PLANS
05Intermountain Underwriters1 PLANS
03 — FROM THIS MONTH'S FILE
01SlettenGREAT FALLS · 297 LIVES · RENEWS JANUARY · BROKER + COMMISSION IN THE FILE
02Crowley Fleck PBILLINGS · 261 LIVES · RENEWS JANUARY · BROKER + COMMISSION IN THE FILE
03Carroll CollegeHELENA · 228 LIVES · RENEWS JANUARY · BROKER + COMMISSION IN THE FILE
Get the Montana sample — twenty employers, free
One email, no forms. Twenty Montana employers with the incumbent broker, renewal month, and disclosed commission on each.