2023 Form 5500 filing — Montana Contractors Association Health Care Trust Benefit 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 20241024180430NAL0000771155001) for Montana Contractors Association Health Care Trust Benefit Plan, reported by Board Of Trustees Of The Montana Contractors Assn Health Care Trust under EIN 81-0449239 and plan number 501. It reports 2,205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241024180430NAL0000771155001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Board Of Trustees Of The Montana Contractors Assn Health Care Trust
- EIN
- 81-0449239
- Plan number
- 501
- Location
- Billings, MT
- Participants
- 2,205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,558,310
- Total liabilities (EOY)
- $11,439,643
- Net assets (EOY)
- $31,118,667
- Employer contributions
- $35,534,152
- Total income / additions
- $39,624,659
- Benefits paid
- $34,285,131
- Administrative expenses
- $3,871,801
- Total expenses
- $38,156,932
- Net increase / (decrease)
- $1,467,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allegiance Benefit Plan Management | NONE | $1,027,858 | not reported in the loaded dataset |
| Mca Trusts Administrative Office | ADMIN MINISTERIAL STAFF | $720,951 | not reported in the loaded dataset |
| Buckley Maxwell Dixon Dolezal Pc | NONE | $410,972 | not reported in the loaded dataset |
| Navitus Health Solutions, LLC | NONE | $198,820 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $109,900 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $87,636 | not reported in the loaded dataset |
| The Segal Company, Inc. | NONE | $73,500 | not reported in the loaded dataset |
| Econo Print, Inc. | NONE | $27,748 | not reported in the loaded dataset |
| Prism Health Strategists, LLC | NONE | $19,142 | not reported in the loaded dataset |
| Wells Fargo Bank N.A. | NONE | $10,771 | not reported in the loaded dataset |
| Mailing Technical Services | NONE | $6,258 | not reported in the loaded dataset |