Allegiance Benefit Plan Management
Missoula, MT
Allegiance Benefit Plan Management of Missoula, MT is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $62,603 in reported broker commissions (plan year 2025).
Quick answer
Allegiance Benefit Plan Management (Missoula, MT) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Allegiance Benefit Plan Management have?
- Allegiance Benefit Plan Management is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Allegiance Benefit Plan Management's largest employer clients?
- By plan participants, the largest include Watkins Benefits, LLC (327 participants).
- How much does Allegiance Benefit Plan Management earn in commissions?
- Insurers reported $62,603 in broker commissions and $50,026 in fees paid to Allegiance Benefit Plan Management for plan year 2025, per Schedule A Part 1.
- Where is Allegiance Benefit Plan Management located?
- Allegiance Benefit Plan Management is based in Missoula, MT and has employer clients in 2 states.
- How does Allegiance Benefit Plan Management rank among benefits brokers in Montana?
- Allegiance Benefit Plan Management ranks #35 by employer clients among the 50 most active benefits brokers based in Montana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Allegiance Benefit Plan Management 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 |
|---|---|---|---|
| Watkins Benefits, LLC | MT | 327 | 2024-12-31 |
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Other benefits brokers in Montana
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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.