Grenfell Ins. & Fin. Services, Inc.
Hamilton, MT
Grenfell Ins. & Fin. Services, Inc. of Hamilton, MT is the broker of record on 17 Form 5500 Schedule A filings covering 1 employer benefit plans, with $173,470 in reported broker commissions (plan year 2024).
Quick answer
Grenfell Ins. & Fin. Services, Inc. (Hamilton, MT) is the broker of record for 1 employer benefit plan sponsor on 17 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Grenfell Ins. & Fin. Services, Inc. have?
- Grenfell Ins. & Fin. Services, Inc. is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Grenfell Ins. & Fin. Services, Inc.'s largest employer clients?
- By plan participants, the largest include Farmers State Bank (129 participants).
- How much does Grenfell Ins. & Fin. Services, Inc. earn in commissions?
- Insurers reported $173,470 in broker commissions paid to Grenfell Ins. & Fin. Services, Inc. for plan year 2024, per Schedule A Part 1.
- Where is Grenfell Ins. & Fin. Services, Inc. located?
- Grenfell Ins. & Fin. Services, Inc. is based in Hamilton, MT.
- How does Grenfell Ins. & Fin. Services, Inc. rank among benefits brokers in Montana?
- Grenfell Ins. & Fin. Services, Inc. ranks #46 by employer clients among the 50 most active benefits brokers based in Montana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Grenfell Ins. & Fin. Services, Inc. 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 |
|---|---|---|---|
| Farmers State Bank | MT | 129 | 2022-02-28 |
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Other benefits brokers in Montana
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- Leavitt Group: 39 employer clients, $1,034,854 reported commissions (Billings)
- Hub International Mountain States: 21 employer clients, $280,702 reported commissions (Kalispell)
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- Leavitt Great West Insurance Servic: 8 employer clients, $122,470 reported commissions (Billings)
- Big Sky Retirement: 4 employer clients, $9,779 reported commissions (Helena)
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.