2023 Form 5500 filing — Idaho Agc Self-Funded Benefit Trust
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 20241015232809NAL0050104208002) for Idaho Agc Self-Funded Benefit Trust, reported by Idaho Agc Self-Funded Benefit Trust under EIN 30-0496315 and plan number 502. It reports 1,679 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015232809NAL0050104208002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Idaho Agc Self-Funded Benefit Trust
- EIN
- 30-0496315
- Plan number
- 502
- Location
- Boise, ID
- Participants
- 1,679
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,826,429
- Total liabilities (EOY)
- $4,266,410
- Net assets (EOY)
- $6,560,019
- Employer contributions
- $22,058,225
- Total income / additions
- $22,470,066
- Benefits paid
- $18,260,305
- Administrative expenses
- $4,176,250
- Total expenses
- $22,436,555
- Net increase / (decrease)
- $33,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Of Idaho | NONE | $2,387,810 | not reported in the loaded dataset |
| Idaho Branch Inc, The Agc | PLAN SPONSOR | $466,068 | not reported in the loaded dataset |
| Alliant Insurance Services | NONE | $209,311 | not reported in the loaded dataset |
| Fred A. Moreton & Company | NONE | $142,592 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $103,167 | not reported in the loaded dataset |
| Gallagher Benefit Services Inc | NONE | $79,516 | not reported in the loaded dataset |
| Delta Dental | NONE | $76,577 | not reported in the loaded dataset |
| Crystal Summit Insurance Services | NONE | $65,938 | not reported in the loaded dataset |
| Higgins & Rutledge Insurance Inc. | NONE | $63,740 | not reported in the loaded dataset |
| Hub International Mountain States | NONE | $62,222 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $38,334 | not reported in the loaded dataset |
| The Shandro Group Inc. | NONE | $38,071 | not reported in the loaded dataset |
| Digital Insurance | NONE | $37,932 | not reported in the loaded dataset |
| The Hartwell Corp | NONE | $36,758 | not reported in the loaded dataset |
| David Parker | NONE | $36,660 | not reported in the loaded dataset |
| Marsh Usa, Inc. | NONE | $36,006 | not reported in the loaded dataset |
| Larsen Law, Pllc | NONE | $29,707 | not reported in the loaded dataset |
| Fredriksen Brown Insurance LLC | NONE | $24,665 | not reported in the loaded dataset |
| The Buckner Company Of Idaho, LLC | NONE | $22,686 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $17,142 | not reported in the loaded dataset |
| Hsbc Insurance LLC | NONE | $16,034 | not reported in the loaded dataset |
| Myriad Benefits LLC | NONE | $15,652 | not reported in the loaded dataset |
| Kash Browne & Company LLC | NONE | $14,100 | not reported in the loaded dataset |
| Harris & Co. Pllc | NONE | $13,000 | not reported in the loaded dataset |
| Th Partners Group Ltd | NONE | $12,818 | not reported in the loaded dataset |
| Post Insurance Services Inc | NONE | $10,336 | not reported in the loaded dataset |
| Advanced Benefits Inc. | NONE | $9,352 | not reported in the loaded dataset |
| Jensco, Inc | NONE | $8,100 | not reported in the loaded dataset |
| Associated Insurance Services | NONE | $6,340 | not reported in the loaded dataset |
| Eric Fillmore, LLC | NONE | $5,058 | not reported in the loaded dataset |