2023 Form 5500 filing — Health Benefit Plan For The Employees Of Allegiance Benefit Plan Management Inc
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 20250604214426NAL0008101651001) for Health Benefit Plan For The Employees Of Allegiance Benefit Plan Management Inc, reported by Allegiance Benefit Plan Management, Inc. under EIN 81-0400550 and plan number 501. It reports 755 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250604214426NAL0008101651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allegiance Benefit Plan Management, Inc.
- EIN
- 81-0400550
- Plan number
- 501
- Location
- Missoula, MT
- Participants
- 755
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $423,211
- Total liabilities (EOY)
- $422,023
- Net assets (EOY)
- $1,188
- Employer contributions
- $6,382,498
- Participant contributions
- $553,662
- Total income / additions
- $6,936,160
- Benefits paid
- $6,936,433
- Administrative expenses
- $0
- Total expenses
- $6,936,433
- Net increase / (decrease)
- -$273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allegiance Care Management, Inc. | AFFILIATED | $24,151 | not reported in the loaded dataset |
| Allegiance Benefit Plan Management | AFFILIATED | $13,356 | not reported in the loaded dataset |