2023 Form 5500 filing — Allegiance Benefit Plan Management, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015140449NAL0058017890001) for Allegiance Benefit Plan Management, Inc. 401(K) Plan, reported by Allegiance Benefit Plan Management, Inc. under EIN 81-0400550 and plan number 001. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140449NAL0058017890001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allegiance Benefit Plan Management, Inc.
- EIN
- 81-0400550
- Plan number
- 001
- Location
- Missoula, MT
- Participants
- 750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,479,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,479,251
- Employer contributions
- $2,738,319
- Participant contributions
- $2,267,946
- Total income / additions
- $12,379,159
- Benefits paid
- $1,591,134
- Administrative expenses
- $151,877
- Total expenses
- $1,755,962
- Net increase / (decrease)
- $10,623,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stockman Wealth Management | INVESTMENT ADVISOR | $68,216 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $67,313 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,348 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $0 | $0 |
| Td Ameritrade, Inc. | BROKERAGE SERVICES | $0 | $0 |