Bailie Anderson
Park City, MT
Bailie Anderson of Park City, MT is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $947 in reported broker commissions (plan year 2024).
Quick answer
Bailie Anderson (Park City, MT) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Bailie Anderson have?
- Bailie Anderson is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Bailie Anderson's largest employer clients?
- By plan participants, the largest include Upmc (94,391 participants) and Alternatives, Inc. (153 participants).
- How much does Bailie Anderson earn in commissions?
- Insurers reported $947 in broker commissions and $11 in fees paid to Bailie Anderson for plan year 2024, per Schedule A Part 1.
- Where is Bailie Anderson located?
- Bailie Anderson is based in Park City, MT and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Bailie Anderson 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 |
|---|---|---|---|
| Upmc | PA | 94,391 | 2024-12-31 |
| Alternatives, Inc. | MT | 153 | 2025-06-30 |
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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.