Shawn D Syverson
Bozeman, MT
Shawn D Syverson of Bozeman, MT is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $10,164 in reported broker commissions (plan year 2025).
Quick answer
Shawn D Syverson (Bozeman, MT) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Shawn D Syverson have?
- Shawn D Syverson is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
- Who are Shawn D Syverson's largest employer clients?
- By plan participants, the largest include The Cigarette Store LLC (418 participants), Kenyon Noble Lumber Company (365 participants) and Summit Energy Group, LLC (162 participants).
- How much does Shawn D Syverson earn in commissions?
- Insurers reported $10,164 in broker commissions paid to Shawn D Syverson for plan year 2025, per Schedule A Part 1.
- Where is Shawn D Syverson located?
- Shawn D Syverson is based in Bozeman, MT and has employer clients in 2 states.
- How does Shawn D Syverson rank among benefits brokers in Montana?
- Shawn D Syverson ranks #19 by employer clients among the 50 most active benefits brokers based in Montana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Shawn D Syverson 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 |
|---|---|---|---|
| The Cigarette Store LLC | CO | 418 | 2024-12-31 |
| Kenyon Noble Lumber Company | MT | 365 | 2025-12-31 |
| Summit Energy Group, LLC | MT | 162 | 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.